LIA
LBMC Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
134,824
-1,102
| -0.8% | -$91.9K | 0.8% | 23 |
|
|
2025
Q1 | $10.4M | Sell |
135,926
-1,729
| -1% | -$132K | 0.81% | 23 |
|
|
2024
Q4 | $10.5M | Sell |
137,655
-1,591
| -1% | -$122K | 0.83% | 20 |
|
|
2024
Q3 | $11M | Sell |
139,246
-704
| -0.5% | -$55.6K | 0.87% | 19 |
|
|
2024
Q2 | $10.5M | Buy |
139,950
+320
| +0.2% | +$23.9K | 0.91% | 18 |
|
|
2024
Q1 | $10.3M | Sell |
139,630
-879
| -0.6% | -$64.6K | 0.89% | 18 |
|
|
2023
Q4 | $9.7M | Sell |
140,509
-895
| -0.6% | -$61.8K | 0.92% | 17 |
|
|
2023
Q3 | $8.79M | Sell |
141,404
-6,456
| -4% | -$401K | 0.93% | 17 |
|
|
2023
Q2 | $9.81M | Sell |
147,860
-2,663
| -2% | -$177K | 0.96% | 16 |
|
|
2023
Q1 | $9.57M | Buy |
150,523
+681
| +0.5% | +$43.3K | 0.97% | 16 |
|
|
2022
Q4 | $8.95M | Buy |
149,842
+456
| +0.3% | +$27.2K | 0.94% | 16 |
|
|
2022
Q3 | $8.28M | Buy |
149,386
+1,033
| +0.7% | +$57.3K | 0.95% | 18 |
|
|
2022
Q2 | $8.89M | Sell |
148,353
-677
| -0.5% | -$40.5K | 0.96% | 17 |
|
|
2022
Q1 | $10.3M | Buy |
149,030
+562
| +0.4% | +$38.7K | 0.91% | 19 |
|
|
2021
Q4 | $10.8M | Buy |
148,468
+103,512
| +230% | +$7.54M | 0.93% | 19 |
|
|
2021
Q3 | $10.4K | Sell |
44,956
-104,516
| -70% | -$24.2K | 0.97% | 14 |
|
|
2021
Q2 | $10.6M | Sell |
149,472
-12,104
| -7% | -$855K | 1% | 13 |
|
|
2021
Q1 | $10.8M | Buy |
161,576
+895
| +0.6% | +$59.9K | 1.14% | 12 |
|
|
2020
Q4 | $10.3M | Buy |
160,681
+2,379
| +2% | +$153K | 1.22% | 12 |
|
|
2020
Q3 | $9.18M | Buy |
158,302
+2,436
| +2% | +$141K | 1.27% | 13 |
|
|
2020
Q2 | $8.55M | Buy |
155,866
+1,543
| +1% | +$84.7K | 1.35% | 12 |
|
|
2020
Q1 | $7.32M | Sell |
154,323
-1,121
| -0.7% | -$53.2K | 1.36% | 12 |
|
|
2019
Q4 | $9.02M | Buy |
155,444
+4,089
| +3% | +$237K | 1.27% | 12 |
|
|
2019
Q3 | $8.31M | Buy |
151,355
+566
| +0.4% | +$31.1K | 1.26% | 12 |
|
|
2019
Q2 | $8.32M | Buy |
150,789
+796
| +0.5% | +$43.9K | 1.26% | 12 |
|
|
2019
Q1 | $8.03M | Buy |
149,993
+8,629
| +6% | +$462K | 1.27% | 12 |
|
|
2018
Q4 | $6.86M | Buy |
141,364
+6,773
| +5% | +$329K | 1.26% | 12 |
|
|
2018
Q3 | $7.35M | Buy |
134,591
+6,276
| +5% | +$343K | 1.17% | 12 |
|
|
2018
Q2 | $6.85M | Buy |
128,315
+7,476
| +6% | +$399K | 1.13% | 12 |
|
|
2018
Q1 | $6.47M | Buy |
120,839
+7,410
| +7% | +$396K | 1.12% | 12 |
|
|
2017
Q4 | $6.11M | Buy |
113,429
+3,960
| +4% | +$213K | 1% | 13 |
|
|
2017
Q3 | $5.87M | Buy |
109,469
+1,912
| +2% | +$102K | 1.01% | 15 |
|
|
2017
Q2 | $5.57M | Sell |
107,557
-3,076
| -3% | -$159K | 0.98% | 16 |
|
|
2017
Q1 | $5.53M | Buy |
110,633
+5,587
| +5% | +$279K | 0.99% | 16 |
|
|
2016
Q4 | $4.96M | Sell |
105,046
-1,726
| -2% | -$81.5K | 0.93% | 16 |
|
|
2016
Q3 | $5.07M | Buy |
106,772
+2,958
| +3% | +$140K | 0.97% | 16 |
|
|
2016
Q2 | $4.76M | Buy |
103,814
+6,749
| +7% | +$310K | 0.95% | 16 |
|
|
2016
Q1 | $4.4M | Buy |
97,065
+8,608
| +10% | +$390K | 0.91% | 16 |
|
|
2015
Q4 | $3.97M | Buy |
88,457
+5,051
| +6% | +$226K | 0.86% | 16 |
|
|
2015
Q3 | $3.64M | Buy |
83,406
+2,303
| +3% | +$100K | 0.82% | 15 |
|
|
2015
Q2 | $3.85M | Buy |
81,103
+4,995
| +7% | +$237K | 0.82% | 16 |
|
|
2015
Q1 | $3.62M | Buy |
76,108
+3,500
| +5% | +$166K | 0.81% | 15 |
|
|
2014
Q4 | $3.36M | Buy |
72,608
+1,392
| +2% | +$64.4K | 0.78% | 16 |
|
|
2014
Q3 | $3.25M | Buy |
71,216
+50,771
| +248% | +$2.31M | 0.79% | 15 |
|
|
2014
Q2 | $965K | Sell |
20,445
-46,004
| -69% | -$2.17M | 0.26% | 24 |
|
|
2014
Q1 | $3.01M | Buy |
66,449
+12,551
| +23% | +$569K | 0.76% | 16 |
|
|
2013
Q4 | $2.4M | Buy |
53,898
+4,113
| +8% | +$183K | 0.63% | 16 |
|
|
2013
Q3 | $2.09M | Buy |
49,785
+2,781
| +6% | +$117K | 0.62% | 17 |
|
|
2013
Q2 | $1.88M | Buy |
+47,004
| New | +$1.88M | 0.65% | 16 |
|