Orin Green Financial’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 | $639K | Sell |
7,664
-97
| -1% | -$8.09K | 0.27% | 49 |
|
|
2025
Q1 | $565K | Buy |
+7,761
| New | +$565K | 0.27% | 48 |
|
|
2024
Q4 | – | Sell |
-7,187
| Closed | -$567K | – | 50 |
|
|
2024
Q3 | $567K | Sell |
7,187
-201
| -3% | -$15.9K | 0.24% | 50 |
|
|
2024
Q2 | $552K | Buy |
+7,388
| New | +$552K | 0.25% | 47 |
|
|
2024
Q1 | – | Sell |
-7,188
| Closed | -$496K | – | 47 |
|
|
2023
Q4 | $496K | Sell |
7,188
-121
| -2% | -$8.36K | 0.24% | 48 |
|
|
2023
Q3 | $464K | Buy |
7,309
+591
| +9% | +$37.5K | 0.26% | 45 |
|
|
2023
Q2 | $446K | Buy |
6,718
+377
| +6% | +$25K | 0.23% | 47 |
|
|
2023
Q1 | $403K | Buy |
6,341
+70
| +1% | +$4.45K | 0.22% | 49 |
|
|
2022
Q4 | $375K | Buy |
6,271
+34
| +0.5% | +$2.03K | 0.22% | 48 |
|
|
2022
Q3 | $344K | Sell |
6,237
-34
| -0.5% | -$1.88K | 0.22% | 47 |
|
|
2022
Q2 | $373K | Buy |
6,271
+88
| +1% | +$5.23K | 0.23% | 47 |
|
|
2022
Q1 | $426K | Buy |
+6,183
| New | +$426K | 0.28% | 45 |
|
|
2021
Q4 | – | Sell |
-6,072
| Closed | -$424K | – | 61 |
|
|
2021
Q3 | $424K | Buy |
6,072
+13
| +0.2% | +$908 | 0.3% | 46 |
|
|
2021
Q2 | $428K | Buy |
6,059
+395
| +7% | +$27.9K | 0.3% | 45 |
|
|
2021
Q1 | $379K | Hold |
5,664
| – | – | 0.31% | 46 |
|
|
2020
Q4 | $364K | Buy |
+5,664
| New | +$364K | 0.29% | 46 |
|