O'Shaughnessy Asset Management’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 | $95.7K | Buy |
1,147
+936
| +444% | +$78.1K | ﹤0.01% | 1966 |
|
2025
Q1 | $16.1K | Hold |
211
| – | – | ﹤0.01% | 2075 |
|
2024
Q4 | $16.2K | Buy |
211
+106
| +101% | +$8.12K | ﹤0.01% | 2025 |
|
2024
Q3 | $8.28K | Hold |
105
| – | – | ﹤0.01% | 2008 |
|
2024
Q2 | $7.85K | Sell |
105
-1,292
| -92% | -$96.6K | ﹤0.01% | 1850 |
|
2024
Q1 | $103K | Buy |
+1,397
| New | +$103K | ﹤0.01% | 1598 |
|