McNamara Financial Services’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 | $253K | Buy |
3,037
+377
| +14% | +$31.4K | 0.05% | 84 |
|
|
2025
Q1 | $203K | Buy |
+2,660
| New | +$203K | 0.04% | 87 |
|
|
2024
Q4 | – | Sell |
-2,607
| Closed | -$206K | – | 73 |
|
|
2024
Q3 | $206K | Buy |
+2,607
| New | +$206K | 0.04% | 85 |
|
|
2023
Q1 | – | Sell |
-3,909
| Closed | -$234K | – | 65 |
|
|
2022
Q4 | $234K | Buy |
+3,909
| New | +$234K | 0.06% | 57 |
|