Mountain Capital Investment Advisors’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 | $634K | Buy |
7,613
+229
| +3% | +$19.1K | 0.12% | 22 |
|
|
2025
Q1 | $560K | Buy |
7,384
+110
| +2% | +$8.34K | 0.12% | 25 |
|
|
2024
Q4 | $565K | Sell |
7,274
-236
| -3% | -$18.3K | 0.12% | 24 |
|
|
2024
Q3 | $589K | Buy |
7,510
+437
| +6% | +$34.3K | 0.13% | 25 |
|
|
2024
Q2 | $540K | Buy |
7,073
+1,455
| +26% | +$111K | 0.13% | 23 |
|
|
2024
Q1 | $410K | Sell |
5,618
-87
| -2% | -$6.35K | 0.11% | 24 |
|
|
2023
Q4 | $392K | Buy |
5,705
+220
| +4% | +$15.1K | 0.13% | 45 |
|
|
2023
Q3 | $352K | Sell |
5,485
-498
| -8% | -$32K | 0.13% | 43 |
|
|
2023
Q2 | $402K | Buy |
5,983
+1,035
| +21% | +$69.6K | 0.15% | 54 |
|
|
2023
Q1 | $318K | Sell |
4,948
-1,262
| -20% | -$81.1K | 0.14% | 55 |
|
|
2022
Q4 | $382K | Sell |
6,210
-554
| -8% | -$34.1K | 0.17% | 63 |
|
|
2022
Q3 | $379K | Buy |
6,764
+388
| +6% | +$21.7K | 0.2% | 78 |
|
|
2022
Q2 | $384K | Buy |
6,376
+1,269
| +25% | +$76.4K | 0.19% | 68 |
|
|
2022
Q1 | $343K | Buy |
+5,107
| New | +$343K | 0.16% | 81 |
|