NewEdge 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 | $2.85M | Buy |
34,158
+52
| +0.2% | +$4.34K | 0.01% | 775 |
|
|
2025
Q1 | $2.61M | Sell |
34,106
-254
| -0.7% | -$19.4K | 0.02% | 747 |
|
|
2024
Q4 | $2.63M | Sell |
34,360
-2,369
| -6% | -$181K | 0.02% | 716 |
|
|
2024
Q3 | $2.9M | Sell |
36,729
-3,131
| -8% | -$247K | 0.02% | 659 |
|
|
2024
Q2 | $2.98M | Sell |
39,860
-581
| -1% | -$43.4K | 0.02% | 608 |
|
|
2024
Q1 | $2.97M | Buy |
40,441
+1,124
| +3% | +$82.6K | 0.03% | 549 |
|
|
2023
Q4 | $2.71M | Sell |
39,317
-291
| -0.7% | -$20.1K | 0.03% | 560 |
|
|
2023
Q3 | $2.51M | Sell |
39,608
-1,106
| -3% | -$70.2K | 0.03% | 527 |
|
|
2023
Q2 | $2.7M | Buy |
40,714
+40,374
| +11,875% | +$2.68M | 0.03% | 493 |
|
|
2023
Q1 | $21.6K | Buy |
340
+9
| +3% | +$572 | ﹤0.01% | 2312 |
|
|
2022
Q4 | $20 | Buy |
+331
| New | +$20 | ﹤0.01% | 3595 |
|