Patton Albertson Miller 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
Q2 | $8.64M | Sell |
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|
2025
Q1 | $8.35M | Buy |
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|
2024
Q4 | $8.32M | Sell |
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|
2024
Q3 | $8.87M | Buy |
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|
2024
Q2 | $8.26M | Sell |
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|
2024
Q1 | $8.31M | Sell |
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|
2023
Q4 | $7.9M | Buy |
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|
2023
Q3 | $7.15M | Buy |
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|
2023
Q2 | $7.47M | Buy |
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|
2023
Q1 | $7.11M | Buy |
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|
2022
Q4 | $6.65M | Buy |
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|
2022
Q3 | $6M | Sell |
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|
2022
Q2 | $6.79M | Buy |
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|
2022
Q1 | $7.74M | Sell |
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|
2021
Q4 | $8.24M | Buy |
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|
2021
Q3 | $7.84M | Buy |
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|
2021
Q2 | $7.91M | Buy |
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|
2021
Q1 | $7.43M | Buy |
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|
2020
Q4 | $7.03M | Buy |
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|
2020
Q3 | $5.67M | Buy |
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|
2020
Q2 | $5.34M | Buy |
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|
2020
Q1 | $4.04M | Buy |
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|
2019
Q4 | $4.88M | Buy |
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|
2019
Q3 | $4.46M | Buy |
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|
2019
Q2 | $4.36M | Buy |
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|
2019
Q1 | $4.13M | Buy |
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|
2018
Q4 | $3.93M | Buy |
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|
2018
Q3 | $3.69M | Sell |
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|
2018
Q2 | $3.97M | Buy |
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|
2018
Q1 | $3.84M | Buy |
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|
2017
Q4 | $3.78M | Buy |
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|
2017
Q3 | $3.76M | Sell |
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|
2017
Q2 | $3.88M | Buy |
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|
2017
Q1 | $3.73M | Buy |
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|
2016
Q4 | $3.22M | Buy |
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|
2016
Q3 | $3.23M | Buy |
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|
2016
Q2 | $2.7M | Buy |
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