Legacy Financial Group (Iowa)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Sell |
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|
2025
Q1 | $6.48M | Sell |
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|
2024
Q4 | $6.96M | Sell |
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|
2024
Q3 | $7.29M | Buy |
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|
2024
Q2 | $6.22M | Buy |
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|
2024
Q1 | $5.29M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.87M | Sell |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.41M | Buy |
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|
2022
Q1 | $3.21M | Buy |
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|
2021
Q4 | $2.3M | Buy |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $678K | Buy |
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