Regal Investment Advisors’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 | $481K | Buy |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6.77M | Buy |
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|
2018
Q3 | $7.31M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6.08M | Buy |
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|
2017
Q2 | $5.67M | Buy |
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|
2017
Q1 | $1.73M | Buy |
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|
2016
Q4 | $1.56M | Buy |
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|
2016
Q3 | $1.51M | Buy |
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|
2016
Q2 | $1.26M | Buy |
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|
2016
Q1 | $1.24M | Sell |
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|
2015
Q4 | $1.26M | Buy |
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|
2015
Q3 | $460K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $28K | Hold |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $28K | Hold |
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|
2014
Q1 | $27K | Hold |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $25K | Hold |
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|
2013
Q2 | $24K | Buy |
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