Mayfair Advisory 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 | $284K | Buy |
3,356
+207
| +7% | +$17.5K | 0.13% | 139 |
|
|
2025
Q1 | $241K | Hold |
3,149
| – | – | 0.14% | 138 |
|
|
2024
Q4 | $241K | Buy |
3,149
+244
| +8% | +$18.7K | 0.14% | 131 |
|
|
2024
Q3 | $228K | Hold |
2,905
| – | – | 0.14% | 135 |
|
|
2024
Q2 | $222K | Buy |
+2,905
| New | +$222K | 0.15% | 129 |
|
|
2020
Q1 | – | Sell |
-5,418
| Closed | -$314K | – | 34 |
|
|
2019
Q4 | $314K | Buy |
+5,418
| New | +$314K | 0.96% | 25 |
|