Oxford Financial Group’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 | $661K | Sell |
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|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $619K | Buy |
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|
2024
Q4 | $598K | Buy |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $695K | Buy |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $518K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $164K | Buy |
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|
2020
Q2 | $104K | Sell |
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|
2020
Q1 | $91K | Buy |
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