LPAM
Lodestar Private Asset Management’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 | $1.21M | Buy |
14,453
+1,659
| +13% | +$138K | 0.14% | 88 |
|
|
2025
Q1 | $979K | Buy |
12,794
+201
| +2% | +$15.4K | 0.12% | 101 |
|
|
2024
Q4 | $965K | Buy |
12,593
+1,309
| +12% | +$100K | 0.12% | 102 |
|
|
2024
Q3 | $890K | Buy |
11,284
+625
| +6% | +$49.3K | 0.11% | 106 |
|
|
2024
Q2 | $797K | Sell |
10,659
-228
| -2% | -$17.1K | 0.11% | 105 |
|
|
2024
Q1 | $800K | Buy |
10,887
+827
| +8% | +$60.8K | 0.11% | 105 |
|
|
2023
Q4 | $695K | Buy |
10,060
+697
| +7% | +$48.1K | 0.11% | 113 |
|
|
2023
Q3 | $594K | Buy |
9,363
+1,253
| +15% | +$79.6K | 0.1% | 119 |
|
|
2023
Q2 | $538K | Sell |
8,110
-249
| -3% | -$16.5K | 0.09% | 121 |
|
|
2023
Q1 | $532K | Buy |
8,359
+608
| +8% | +$38.7K | 0.09% | 118 |
|
|
2022
Q4 | $463K | Buy |
+7,751
| New | +$463K | 0.09% | 126 |
|