Oxford Financial Group’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 | $649K | Sell |
7,786
-306
| -4% | -$25.5K | 0.04% | 112 |
|
|
2025
Q1 | $619K | Buy |
8,092
+287
| +4% | +$22K | 0.04% | 110 |
|
|
2024
Q4 | $598K | Buy |
7,805
+716
| +10% | +$54.9K | 0.04% | 121 |
|
|
2024
Q3 | $559K | Sell |
7,089
-1,228
| -15% | -$96.9K | 0.04% | 132 |
|
|
2024
Q2 | $622K | Sell |
8,317
-315
| -4% | -$23.6K | 0.04% | 126 |
|
|
2024
Q1 | $634K | Buy |
8,632
+410
| +5% | +$30.1K | 0.04% | 111 |
|
|
2023
Q4 | $568K | Buy |
8,222
+806
| +11% | +$55.7K | 0.04% | 123 |
|
|
2023
Q3 | $471K | Sell |
7,416
-266
| -3% | -$16.9K | 0.04% | 134 |
|
|
2023
Q2 | $510K | Sell |
7,682
-2,853
| -27% | -$189K | 0.05% | 136 |
|
|
2023
Q1 | $670K | Sell |
10,535
-605
| -5% | -$38.5K | 0.08% | 88 |
|
|
2022
Q4 | $666K | Buy |
11,140
+786
| +8% | +$47K | 0.08% | 90 |
|
|
2022
Q3 | $574K | Sell |
10,354
-217
| -2% | -$12K | 0.09% | 89 |
|
|
2022
Q2 | $633K | Buy |
10,571
+185
| +2% | +$11.1K | 0.09% | 90 |
|
|
2022
Q1 | $716K | Buy |
10,386
+848
| +9% | +$58.5K | 0.09% | 93 |
|
|
2021
Q4 | $695K | Buy |
9,538
+633
| +7% | +$46.1K | 0.08% | 99 |
|
|
2021
Q3 | $622K | Buy |
8,905
+6
| +0.1% | +$419 | 0.08% | 98 |
|
|
2021
Q2 | $629K | Buy |
8,899
+1,153
| +15% | +$81.5K | 0.08% | 96 |
|
|
2021
Q1 | $518K | Buy |
7,746
+2,251
| +41% | +$151K | 0.07% | 106 |
|
|
2020
Q4 | $353K | Buy |
5,495
+2,672
| +95% | +$172K | 0.05% | 136 |
|
|
2020
Q3 | $164K | Buy |
2,823
+924
| +49% | +$53.7K | 0.03% | 156 |
|
|
2020
Q2 | $104K | Sell |
1,899
-20
| -1% | -$1.1K | 0.02% | 160 |
|
|
2020
Q1 | $91K | Buy |
+1,919
| New | +$91K | 0.02% | 166 |
|