Mountain Capital Investment Advisors’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 | $664K | Sell |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $343K | Buy |
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