RIA
Regal Investment 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 | $481K | Buy |
5,762
+27
| +0.5% | +$2.25K | 0.04% | 346 |
|
|
2025
Q1 | $439K | Buy |
5,735
+246
| +4% | +$18.8K | 0.04% | 347 |
|
|
2024
Q4 | $421K | Buy |
5,489
+712
| +15% | +$54.5K | 0.03% | 356 |
|
|
2024
Q3 | $377K | Buy |
4,777
+72
| +2% | +$5.68K | 0.03% | 396 |
|
|
2024
Q2 | $352K | Buy |
+4,705
| New | +$352K | 0.02% | 425 |
|
|
2019
Q1 | – | Sell |
-139,354
| Closed | -$6.77M | – | 321 |
|
|
2018
Q4 | $6.77M | Buy |
139,354
+5,603
| +4% | +$272K | 1.48% | 11 |
|
|
2018
Q3 | $7.31M | Buy |
+133,751
| New | +$7.31M | 1.54% | 8 |
|
|
2017
Q4 | – | Sell |
-113,520
| Closed | -$6.08M | – | 288 |
|
|
2017
Q3 | $6.08M | Buy |
113,520
+4,143
| +4% | +$222K | 1.42% | 10 |
|
|
2017
Q2 | $5.67M | Buy |
109,377
+74,779
| +216% | +$3.87M | 1.4% | 8 |
|
|
2017
Q1 | $1.73M | Buy |
34,598
+1,527
| +5% | +$76.3K | 0.45% | 75 |
|
|
2016
Q4 | $1.56M | Buy |
33,071
+1,280
| +4% | +$60.5K | 0.43% | 78 |
|
|
2016
Q3 | $1.51M | Buy |
31,791
+4,339
| +16% | +$206K | 0.43% | 78 |
|
|
2016
Q2 | $1.26M | Buy |
27,452
+30
| +0.1% | +$1.38K | 0.35% | 93 |
|
|
2016
Q1 | $1.24M | Sell |
27,422
-620
| -2% | -$28.1K | 0.34% | 86 |
|
|
2015
Q4 | $1.26M | Buy |
28,042
+17,497
| +166% | +$784K | 0.33% | 88 |
|
|
2015
Q3 | $460K | Buy |
+10,545
| New | +$460K | 0.12% | 155 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$28K | – | 978 |
|
|
2014
Q4 | $28K | Hold |
600
| – | – | 0.01% | 479 |
|
|
2014
Q3 | $27K | Hold |
600
| – | – | 0.01% | 501 |
|
|
2014
Q2 | $28K | Hold |
600
| – | – | 0.01% | 486 |
|
|
2014
Q1 | $27K | Hold |
600
| – | – | 0.01% | 450 |
|
|
2013
Q4 | $27K | Hold |
600
| – | – | 0.02% | 391 |
|
|
2013
Q3 | $25K | Hold |
600
| – | – | 0.01% | 424 |
|
|
2013
Q2 | $24K | Buy |
+600
| New | +$24K | 0.01% | 416 |
|