RFP Financial Group’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
Q3
$405K Sell
2025
Q2
$498K Sell
2025
Q1
$463K Buy
2024
Q4
$410K Sell
2024
Q3
$451K Buy
2024
Q2
$390K Buy
2024
Q1
$324K Buy
2023
Q4
$60.3K Buy
2023
Q3
$31.4K Buy
2023
Q2
$31.1K Buy
2023
Q1
$8.1K Hold
2022
Q4
$7.61K Buy