Mather Group’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 | – | Sell |
-1,018
| Closed | -$77.9K | – | 655 |
|
|
2025
Q1 | $77.9K | Sell |
1,018
-955
| -48% | -$73.1K | ﹤0.01% | 811 |
|
|
2024
Q4 | $151K | Hold |
1,973
| – | – | ﹤0.01% | 651 |
|
|
2024
Q3 | $156K | Sell |
1,973
-56
| -3% | -$4.42K | ﹤0.01% | 642 |
|
|
2024
Q2 | $149K | Buy |
2,029
+1,074
| +112% | +$78.9K | ﹤0.01% | 693 |
|
|
2024
Q1 | $65.9K | Buy |
+955
| New | +$65.9K | ﹤0.01% | 812 |
|
|
2023
Q3 | – | Sell |
-1,073
| Closed | -$71.2K | – | 534 |
|
|
2023
Q2 | $71.2K | Buy |
+1,073
| New | +$71.2K | ﹤0.01% | 566 |
|