Plan Group Financial’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 | $1.31M | Sell |
15,666
-1,681
| -10% | -$140K | 0.43% | 75 |
|
|
2025
Q1 | $1.33M | Sell |
17,347
-2,466
| -12% | -$189K | 0.47% | 57 |
|
|
2024
Q4 | $1.52M | Sell |
19,813
-6,785
| -26% | -$520K | 0.8% | 24 |
|
|
2024
Q3 | $2.1M | Sell |
26,598
-236
| -0.9% | -$18.6K | 1.11% | 20 |
|
|
2024
Q2 | $2.01M | Buy |
26,834
+6,009
| +29% | +$449K | 1.23% | 20 |
|
|
2024
Q1 | $1.53M | Buy |
20,825
+4,203
| +25% | +$309K | 1% | 24 |
|
|
2023
Q4 | $1.15M | Sell |
16,622
-1,947
| -10% | -$134K | 1.01% | 23 |
|
|
2023
Q3 | $1.18M | Buy |
+18,569
| New | +$1.18M | 0.85% | 24 |
|