Parallel Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
1,769
+62
| +4% | +$5.17K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $131K | Buy |
1,707
+1
| +0.1% | +$76 | ﹤0.01% | 1150 |
|
|
2024
Q4 | $131K | Sell |
1,706
-421
| -20% | -$32.3K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $168K | Sell |
2,127
-119
| -5% | -$9.39K | ﹤0.01% | 1001 |
|
|
2024
Q2 | $168K | Sell |
2,246
-1,867
| -45% | -$140K | ﹤0.01% | 934 |
|
|
2024
Q1 | $302K | Buy |
4,113
+791
| +24% | +$58.1K | 0.01% | 706 |
|
|
2023
Q4 | $229K | Buy |
3,322
+951
| +40% | +$65.7K | 0.01% | 745 |
|
|
2023
Q3 | $151K | Buy |
2,371
+213
| +10% | +$13.5K | 0.01% | 898 |
|
|
2023
Q2 | $143K | Buy |
2,158
+900
| +72% | +$59.7K | ﹤0.01% | 920 |
|
|
2023
Q1 | $80K | Buy |
1,258
+333
| +36% | +$21.2K | ﹤0.01% | 1156 |
|
|
2022
Q4 | $55.3K | Buy |
925
+204
| +28% | +$12.2K | ﹤0.01% | 1233 |
|
|
2022
Q3 | $40K | Buy |
721
+294
| +69% | +$16.3K | ﹤0.01% | 1340 |
|
|
2022
Q2 | $26K | Buy |
427
+159
| +59% | +$9.68K | ﹤0.01% | 1531 |
|
|
2022
Q1 | $19K | Buy |
268
+44
| +20% | +$3.12K | ﹤0.01% | 1721 |
|
|
2021
Q4 | $16K | Sell |
224
-269
| -55% | -$19.2K | ﹤0.01% | 1872 |
|
|
2021
Q3 | $34K | Buy |
493
+215
| +77% | +$14.8K | ﹤0.01% | 1449 |
|
|
2021
Q2 | $20K | Hold |
278
| – | – | ﹤0.01% | 1653 |
|
|
2021
Q1 | $19K | Sell |
278
-9
| -3% | -$615 | ﹤0.01% | 1578 |
|
|
2020
Q4 | $18K | Buy |
287
+1
| +0.3% | +$63 | ﹤0.01% | 1498 |
|
|
2020
Q3 | $17K | Buy |
286
+1
| +0.4% | +$59 | ﹤0.01% | 1489 |
|
|
2020
Q2 | $15K | Sell |
285
-268
| -48% | -$14.1K | ﹤0.01% | 1523 |
|
|
2020
Q1 | $26K | Sell |
553
-13,683
| -96% | -$643K | ﹤0.01% | 1185 |
|
|
2019
Q4 | $826K | Buy |
14,236
+47
| +0.3% | +$2.73K | 0.06% | 206 |
|
|
2019
Q3 | $779K | Buy |
14,189
+82
| +0.6% | +$4.5K | 0.07% | 197 |
|
|
2019
Q2 | $778K | Buy |
14,107
+237
| +2% | +$13.1K | 0.08% | 178 |
|
|
2019
Q1 | $742K | Sell |
13,870
-410
| -3% | -$21.9K | 0.08% | 172 |
|
|
2018
Q4 | $693K | Sell |
14,280
-628
| -4% | -$30.5K | 0.1% | 153 |
|
|
2018
Q3 | $814K | Buy |
14,908
+858
| +6% | +$46.8K | 0.1% | 153 |
|
|
2018
Q2 | $750K | Sell |
14,050
-3,337
| -19% | -$178K | 0.11% | 141 |
|
|
2018
Q1 | $930K | Sell |
17,387
-1,771
| -9% | -$94.7K | 0.15% | 114 |
|
|
2017
Q4 | $1.03M | Hold |
19,158
| – | – | 0.17% | 101 |
|
|
2017
Q3 | $1.04M | Buy |
19,158
+980
| +5% | +$53.2K | 0.18% | 100 |
|
|
2017
Q2 | $954K | Sell |
18,178
-28
| -0.2% | -$1.47K | 0.18% | 103 |
|
|
2017
Q1 | $924K | Buy |
18,206
+1,342
| +8% | +$68.1K | 0.18% | 100 |
|
|
2016
Q4 | $796K | Buy |
+16,864
| New | +$796K | 0.19% | 94 |
|