Orin Green Financial’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 | $676K | Hold |
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|
2025
Q2 | $639K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $364K | Buy |
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