Plan Group Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $651K | Sell |
|
|||||
|
2025
Q4 | $739K | Sell |
|
|||||
|
2025
Q3 | $1.14M | Sell |
|
|||||
|
2025
Q2 | $1.31M | Sell |
|
|||||
|
2025
Q1 | $1.33M | Sell |
|
|||||
|
2024
Q4 | $1.52M | Sell |
|
|||||
|
2024
Q3 | $2.1M | Sell |
|
|||||
|
2024
Q2 | $2.01M | Buy |
|
|||||
|
2024
Q1 | $1.53M | Buy |
|
|||||
|
2023
Q4 | $1.15M | Sell |
|
|||||
|
2023
Q3 | $1.18M | Buy |
|