RTD Financial Advisors’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 | $2.42M | Buy |
28,969
+1,143
| +4% | +$95.3K | 0.31% | 49 |
|
|
2025
Q1 | $2.13M | Buy |
27,826
+1,870
| +7% | +$143K | 0.29% | 50 |
|
|
2024
Q4 | $1.99M | Buy |
25,956
+1,467
| +6% | +$112K | 0.26% | 49 |
|
|
2024
Q3 | $1.93M | Buy |
24,489
+224
| +0.9% | +$17.7K | 0.24% | 49 |
|
|
2024
Q2 | $1.81M | Buy |
24,265
+74
| +0.3% | +$5.53K | 0.24% | 51 |
|
|
2024
Q1 | $1.78M | Buy |
24,191
+3,393
| +16% | +$249K | 0.24% | 52 |
|
|
2023
Q4 | $1.44M | Sell |
20,798
-69,366
| -77% | -$4.79M | 0.2% | 54 |
|
|
2023
Q3 | $5.72M | Sell |
90,164
-2,252
| -2% | -$143K | 0.87% | 33 |
|
|
2023
Q2 | $6.13M | Buy |
92,416
+76,283
| +473% | +$5.06M | 0.89% | 32 |
|
|
2023
Q1 | $1.03M | Buy |
16,133
+1,871
| +13% | +$119K | 0.16% | 58 |
|
|
2022
Q4 | $852K | Sell |
14,262
-73,627
| -84% | -$4.4M | 0.14% | 60 |
|
|
2022
Q3 | $4.87M | Buy |
87,889
+156
| +0.2% | +$8.65K | 0.9% | 30 |
|
|
2022
Q2 | $5.25M | Buy |
87,733
+1,436
| +2% | +$86K | 0.81% | 34 |
|
|
2022
Q1 | $5.95M | Buy |
86,297
+2,842
| +3% | +$196K | 0.8% | 34 |
|
|
2021
Q4 | $6.08M | Buy |
+83,455
| New | +$6.08M | 0.8% | 33 |
|