RFP Financial Group’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 | $498K | Sell |
5,972
-83
| -1% | -$6.92K | 0.21% | 62 |
|
|
2025
Q1 | $463K | Buy |
6,055
+706
| +13% | +$54K | 0.19% | 75 |
|
|
2024
Q4 | $410K | Sell |
5,349
-367
| -6% | -$28.1K | 0.16% | 69 |
|
|
2024
Q3 | $451K | Buy |
5,716
+506
| +10% | +$39.9K | 0.15% | 70 |
|
|
2024
Q2 | $390K | Buy |
5,210
+795
| +18% | +$59.5K | 0.14% | 75 |
|
|
2024
Q1 | $324K | Buy |
4,415
+3,542
| +406% | +$260K | 0.13% | 78 |
|
|
2023
Q4 | $60.3K | Buy |
873
+378
| +76% | +$26.1K | 0.02% | 181 |
|
|
2023
Q3 | $31.4K | Buy |
495
+26
| +6% | +$1.65K | 0.01% | 236 |
|
|
2023
Q2 | $31.1K | Buy |
469
+342
| +269% | +$22.7K | 0.01% | 259 |
|
|
2023
Q1 | $8.1K | Hold |
127
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $7.61K | Buy |
+127
| New | +$7.61K | ﹤0.01% | 442 |
|