Mutual 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 | $2.97M | Buy |
35,091
+1,187
| +4% | +$100K | 0.07% | 241 |
|
|
2025
Q1 | $2.58M | Buy |
33,904
+5,462
| +19% | +$416K | 0.07% | 237 |
|
|
2024
Q4 | $2.19M | Buy |
28,442
+854
| +3% | +$65.8K | 0.06% | 264 |
|
|
2024
Q3 | $2.15M | Sell |
27,588
-483
| -2% | -$37.6K | 0.06% | 263 |
|
|
2024
Q2 | $2.1M | Buy |
28,071
+1,360
| +5% | +$102K | 0.06% | 270 |
|
|
2024
Q1 | $1.96M | Sell |
26,711
-1,308
| -5% | -$96.1K | 0.06% | 281 |
|
|
2023
Q4 | $1.93M | Buy |
28,019
+894
| +3% | +$61.7K | 0.07% | 284 |
|
|
2023
Q3 | $1.72M | Buy |
27,125
+8,212
| +43% | +$521K | 0.07% | 286 |
|
|
2023
Q2 | $1.25M | Buy |
18,913
+1,702
| +10% | +$113K | 0.05% | 371 |
|
|
2023
Q1 | $1.09M | Buy |
17,211
+2,780
| +19% | +$177K | 0.04% | 405 |
|
|
2022
Q4 | $862K | Sell |
14,431
-62
| -0.4% | -$3.7K | 0.04% | 448 |
|
|
2022
Q3 | $804K | Buy |
14,493
+452
| +3% | +$25.1K | 0.04% | 428 |
|
|
2022
Q2 | $841K | Sell |
14,041
-1,057
| -7% | -$63.3K | 0.06% | 386 |
|
|
2022
Q1 | $1.04M | Buy |
15,098
+116
| +0.8% | +$8K | 0.06% | 365 |
|
|
2021
Q4 | $1.09M | Buy |
14,982
+2,979
| +25% | +$217K | 0.06% | 355 |
|
|
2021
Q3 | $838K | Buy |
12,003
+1,064
| +10% | +$74.3K | 0.05% | 395 |
|
|
2021
Q2 | $773K | Buy |
10,939
+683
| +7% | +$48.3K | 0.05% | 415 |
|
|
2021
Q1 | $686K | Buy |
10,256
+6,198
| +153% | +$415K | 0.05% | 414 |
|
|
2020
Q4 | $260K | Buy |
4,058
+390
| +11% | +$25K | 0.02% | 631 |
|
|
2020
Q3 | $213K | Sell |
3,668
-24
| -0.7% | -$1.39K | 0.02% | 622 |
|
|
2020
Q2 | $203K | Buy |
+3,692
| New | +$203K | 0.02% | 601 |
|
|
2020
Q1 | – | Sell |
-3,845
| Closed | -$223K | – | 569 |
|
|
2019
Q4 | $223K | Buy |
+3,845
| New | +$223K | 0.02% | 540 |
|