Montag & Associates’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 | $91.3K | Hold |
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|
2025
Q2 | $86.4K | Hold |
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|
2025
Q1 | $79.3K | Hold |
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|
2024
Q4 | $79.4K | Hold |
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|
2024
Q3 | $81.8K | Hold |
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|
2024
Q2 | $77.5K | Hold |
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|
2024
Q1 | $76.1K | Hold |
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|
2023
Q4 | $71.5K | Hold |
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|
2023
Q3 | $65.8K | Hold |
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|
2023
Q2 | $68.7K | Hold |
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|
2023
Q1 | $65.9K | Hold |
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|
2022
Q4 | $61.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
|