O'Donnell Financial Services’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 | $2.5M | Buy |
30,025
+2,355
| +9% | +$196K | 0.96% | 20 |
|
|
2025
Q1 | $2.12M | Buy |
27,670
+1,386
| +5% | +$106K | 0.87% | 19 |
|
|
2024
Q4 | $2.02M | Buy |
26,284
+465
| +2% | +$35.7K | 0.85% | 19 |
|
|
2024
Q3 | $2.04M | Buy |
25,819
+791
| +3% | +$62.4K | 0.83% | 19 |
|
|
2024
Q2 | $1.87M | Buy |
25,028
+3,472
| +16% | +$260K | 0.83% | 18 |
|
|
2024
Q1 | $1.58M | Buy |
21,556
+465
| +2% | +$34.2K | 0.72% | 19 |
|
|
2023
Q4 | $1.46M | Buy |
+21,091
| New | +$1.46M | 0.73% | 19 |
|