Legacy Financial Group (Iowa)’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 | $6.93M | Sell |
83,115
-1,565
| -2% | -$131K | 0.97% | 25 |
|
|
2025
Q1 | $6.48M | Sell |
84,680
-6,109
| -7% | -$467K | 1% | 25 |
|
|
2024
Q4 | $6.96M | Sell |
90,789
-1,619
| -2% | -$124K | 1.13% | 22 |
|
|
2024
Q3 | $7.29M | Buy |
92,408
+9,245
| +11% | +$730K | 1.4% | 22 |
|
|
2024
Q2 | $6.22M | Buy |
83,163
+11,168
| +16% | +$835K | 1.22% | 23 |
|
|
2024
Q1 | $5.29M | Buy |
+71,995
| New | +$5.29M | 1.07% | 23 |
|
|
2023
Q4 | – | Sell |
-61,934
| Closed | -$3.93M | – | 52 |
|
|
2023
Q3 | $3.93M | Buy |
61,934
+946
| +2% | +$60.1K | 0.92% | 23 |
|
|
2023
Q2 | $4.05M | Buy |
60,988
+89
| +0.1% | +$5.9K | 1.04% | 24 |
|
|
2023
Q1 | $3.87M | Sell |
60,899
-3,785
| -6% | -$241K | 1.06% | 22 |
|
|
2022
Q4 | $3.86M | Buy |
64,684
+6,948
| +12% | +$415K | 1.16% | 21 |
|
|
2022
Q3 | $3.2M | Buy |
57,736
+819
| +1% | +$45.4K | 1.07% | 19 |
|
|
2022
Q2 | $3.41M | Buy |
56,917
+10,404
| +22% | +$623K | 1.08% | 19 |
|
|
2022
Q1 | $3.21M | Buy |
46,513
+14,662
| +46% | +$1.01M | 0.94% | 20 |
|
|
2021
Q4 | $2.3M | Buy |
31,851
+3,152
| +11% | +$228K | 0.99% | 19 |
|
|
2021
Q3 | $2M | Buy |
28,699
+9,637
| +51% | +$673K | 0.6% | 25 |
|
|
2021
Q2 | $1.35M | Buy |
19,062
+8,935
| +88% | +$631K | 0.41% | 40 |
|
|
2021
Q1 | $678K | Buy |
+10,127
| New | +$678K | 0.24% | 45 |
|