Rockefeller Capital Management’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 | $48M | Buy |
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|
2025
Q2 | $44.3M | Buy |
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|
2025
Q1 | $40.2M | Buy |
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|
2024
Q4 | $39.4M | Buy |
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|
2024
Q3 | $40.6M | Buy |
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|
2024
Q2 | $35.8M | Buy |
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|
2024
Q1 | $34.1M | Sell |
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|
2023
Q4 | $32.1M | Buy |
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|
2023
Q3 | $27.3M | Buy |
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|
2023
Q2 | $27.3M | Buy |
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|
2023
Q1 | $25.9M | Buy |
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|
2022
Q4 | $24M | Buy |
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|
2022
Q3 | $22M | Buy |
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|
2022
Q2 | $23.6M | Buy |
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|
2022
Q1 | $26.4M | Sell |
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|
2021
Q4 | $28.3M | Buy |
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|
2021
Q3 | $26.1M | Buy |
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|
2021
Q2 | $26M | Sell |
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|
2021
Q1 | $24.8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14K | Buy |
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