Logan Capital Management’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
Sell
2025
Q1
$33K Hold
2024
Q4
$33.1K Hold
2024
Q3
$34.1K Hold
2024
Q2
$32.3K Hold
2024
Q1
$31.7K Hold
2023
Q4
$29.8K Hold
2023
Q3
$27.4K Hold
2023
Q2
$28.7K Hold
2023
Q1
$27.5K Hold
2022
Q4
$25.8K Hold
2022
Q3
$24K Hold
2022
Q2
$26K Hold
2022
Q1
$30K Hold
2021
Q4
$31K Hold
2021
Q3
$30K Hold
2021
Q2
$31K Hold
2021
Q1
$29K Buy