Live Oak Investment Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$59.2K | – | 95 |
|
|
2024
Q4 | – | Hold |
0
| – | -$67K | – | 118 |
|
|
2024
Q3 | – | Hold |
0
| – | -$67.5K | – | 112 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 113 |
|
|
2023
Q4 | – | Hold |
0
| – | -$51.1K | – | 116 |
|
|
2023
Q3 | – | Hold |
0
| – | -$49.4K | – | 120 |
|
|
2023
Q2 | – | Hold |
0
| – | -$44.9K | – | 118 |
|
|
2023
Q1 | – | Hold |
0
| – | -$38.1K | – | 117 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 124 |
|