RTD Financial 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
Q3 | $2.53M | Sell |
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|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $5.72M | Sell |
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|
2023
Q2 | $6.13M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $5.25M | Buy |
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|
2022
Q1 | $5.95M | Buy |
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|
2021
Q4 | $6.08M | Buy |
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