Per Stirling Capital 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 | $1.13M | Buy |
13,571
+515
| +4% | +$43K | 0.15% | 105 |
|
|
2025
Q1 | $999K | Sell |
13,056
-217
| -2% | -$16.6K | 0.14% | 112 |
|
|
2024
Q4 | $1.02M | Sell |
13,273
-28
| -0.2% | -$2.15K | 0.14% | 109 |
|
|
2024
Q3 | $1.05M | Buy |
13,301
+110
| +0.8% | +$8.68K | 0.15% | 114 |
|
|
2024
Q2 | $986K | Buy |
13,191
+435
| +3% | +$32.5K | 0.16% | 98 |
|
|
2024
Q1 | $937K | Sell |
12,756
-2,016
| -14% | -$148K | 0.16% | 94 |
|
|
2023
Q4 | $1.02M | Sell |
14,772
-162
| -1% | -$11.2K | 0.19% | 86 |
|
|
2023
Q3 | $948K | Sell |
14,934
-870
| -6% | -$55.2K | 0.2% | 76 |
|
|
2023
Q2 | $1.05M | Buy |
15,804
+1,383
| +10% | +$91.7K | 0.21% | 74 |
|
|
2023
Q1 | $917K | Sell |
14,421
-5,084
| -26% | -$323K | 0.2% | 73 |
|
|
2022
Q4 | $1.17M | Buy |
+19,505
| New | +$1.17M | 0.21% | 69 |
|