LPL Financial’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
Q2 | $14.4M | Buy |
172,088
+12,016
| +8% | +$1M | ﹤0.01% | 1468 |
|
|
2025
Q1 | $12.2M | Buy |
160,072
+1,401
| +0.9% | +$107K | ﹤0.01% | 1466 |
|
|
2024
Q4 | $12.2M | Buy |
158,671
+9,285
| +6% | +$711K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $11.8M | Buy |
149,386
+9,696
| +7% | +$765K | 0.01% | 1351 |
|
|
2024
Q2 | $10.4M | Sell |
139,690
-8,827
| -6% | -$660K | 0.01% | 1342 |
|
|
2024
Q1 | $10.9M | Buy |
148,517
+8,394
| +6% | +$617K | 0.01% | 1276 |
|
|
2023
Q4 | $9.68M | Buy |
140,123
+4,342
| +3% | +$300K | 0.01% | 1273 |
|
|
2023
Q3 | $8.62M | Sell |
135,781
-16,084
| -11% | -$1.02M | 0.01% | 1249 |
|
|
2023
Q2 | $10.1M | Buy |
151,865
+15,600
| +11% | +$1.03M | 0.01% | 1130 |
|
|
2023
Q1 | $8.67M | Buy |
136,265
+10,249
| +8% | +$652K | 0.01% | 1173 |
|
|
2022
Q4 | $7.53M | Buy |
126,016
+5,661
| +5% | +$338K | 0.01% | 1208 |
|
|
2022
Q3 | $6.67M | Sell |
120,355
-8,909
| -7% | -$494K | 0.01% | 1180 |
|
|
2022
Q2 | $7.74M | Buy |
129,264
+6,586
| +5% | +$394K | 0.01% | 1107 |
|
|
2022
Q1 | $8.46M | Sell |
122,678
-5,754
| -4% | -$397K | 0.01% | 1089 |
|
|
2021
Q4 | $9.35M | Buy |
128,432
+16,835
| +15% | +$1.23M | 0.01% | 1058 |
|
|
2021
Q3 | $7.79M | Buy |
111,597
+13,661
| +14% | +$954K | 0.01% | 1100 |
|
|
2021
Q2 | $6.92M | Buy |
97,936
+298
| +0.3% | +$21.1K | 0.01% | 1123 |
|
|
2021
Q1 | $6.54M | Sell |
97,638
-11,116
| -10% | -$744K | 0.01% | 1064 |
|
|
2020
Q4 | $6.98M | Buy |
108,754
+16,837
| +18% | +$1.08M | 0.01% | 930 |
|
|
2020
Q3 | $5.33M | Sell |
91,917
-6,271
| -6% | -$364K | 0.01% | 922 |
|
|
2020
Q2 | $5.39M | Sell |
98,188
-4,422
| -4% | -$243K | 0.01% | 840 |
|
|
2020
Q1 | $4.87M | Buy |
102,610
+5,047
| +5% | +$240K | 0.01% | 763 |
|
|
2019
Q4 | $5.66M | Buy |
97,563
+3,516
| +4% | +$204K | 0.01% | 793 |
|
|
2019
Q3 | $5.17M | Sell |
94,047
-581
| -0.6% | -$31.9K | 0.01% | 784 |
|
|
2019
Q2 | $5.22M | Buy |
94,628
+6,889
| +8% | +$380K | 0.01% | 773 |
|
|
2019
Q1 | $4.7M | Sell |
87,739
-3,070
| -3% | -$164K | 0.01% | 781 |
|
|
2018
Q4 | $4.41M | Sell |
90,809
-40,008
| -31% | -$1.94M | 0.01% | 727 |
|
|
2018
Q3 | $7.15M | Buy |
130,817
+8,616
| +7% | +$471K | 0.02% | 601 |
|
|
2018
Q2 | $6.53M | Buy |
122,201
+16,451
| +16% | +$879K | 0.02% | 607 |
|
|
2018
Q1 | $5.66M | Buy |
105,750
+5,277
| +5% | +$282K | 0.02% | 647 |
|
|
2017
Q4 | $5.41M | Buy |
100,473
+10,930
| +12% | +$589K | 0.02% | 631 |
|
|
2017
Q3 | $4.8M | Sell |
89,543
-3,170
| -3% | -$170K | 0.02% | 614 |
|
|
2017
Q2 | $4.8M | Sell |
92,713
-1,674
| -2% | -$86.7K | 0.02% | 565 |
|
|
2017
Q1 | $4.72M | Buy |
94,387
+15,652
| +20% | +$782K | 0.03% | 447 |
|
|
2016
Q4 | $3.74M | Buy |
78,735
+5,017
| +7% | +$238K | 0.03% | 528 |
|
|
2016
Q3 | $3.47M | Sell |
73,718
-1,367
| -2% | -$64.4K | 0.03% | 515 |
|
|
2016
Q2 | $3.4M | Sell |
75,085
-65,209
| -46% | -$2.95M | 0.03% | 510 |
|
|
2016
Q1 | $6.23M | Sell |
140,294
-20,060
| -13% | -$891K | 0.02% | 614 |
|
|
2015
Q4 | $7.12M | Buy |
160,354
+69,686
| +77% | +$3.09M | 0.02% | 560 |
|
|
2015
Q3 | $4.07M | Buy |
90,668
+9,633
| +12% | +$432K | 0.02% | 535 |
|
|
2015
Q2 | $3.79M | Buy |
81,035
+29,867
| +58% | +$1.4M | 0.02% | 621 |
|
|
2015
Q1 | $2.43M | Sell |
51,168
-4,553
| -8% | -$216K | 0.01% | 823 |
|
|
2014
Q4 | $2.58M | Buy |
55,721
+14,778
| +36% | +$684K | 0.01% | 752 |
|
|
2014
Q3 | $1.85M | Sell |
40,943
-12,278
| -23% | -$554K | 0.01% | 892 |
|
|
2014
Q2 | $2.51M | Sell |
53,221
-19,172
| -26% | -$905K | 0.01% | 755 |
|
|
2014
Q1 | $3.28M | Buy |
72,393
+7,920
| +12% | +$359K | 0.02% | 598 |
|
|
2013
Q4 | $2.88M | Buy |
64,473
+2,753
| +4% | +$123K | 0.02% | 647 |
|
|
2013
Q3 | $2.62M | Buy |
61,720
+3,878
| +7% | +$165K | 0.02% | 653 |
|
|
2013
Q2 | $2.31M | Buy |
+57,842
| New | +$2.31M | 0.02% | 659 |
|