OneDigital 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 | $1.42M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $279K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $32K | Buy |
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|
2018
Q2 | $3K | Buy |
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