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