Marshall Financial Group (Pennsylvania)’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
Q3 | $613K | Sell |
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|
2025
Q2 | $657K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $616K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $396K | Sell |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Buy |
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