Secured Retirement 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 | $366K | Sell |
4,394
-207
| -4% | -$17.3K | 0.22% | 97 |
|
|
2025
Q1 | $352K | Sell |
4,601
-50
| -1% | -$3.83K | 0.23% | 100 |
|
|
2024
Q4 | $356K | Sell |
4,651
-83
| -2% | -$6.36K | 0.2% | 114 |
|
|
2024
Q3 | $374K | Buy |
4,734
+66
| +1% | +$5.21K | 0.27% | 84 |
|
|
2024
Q2 | $349K | Buy |
4,668
+145
| +3% | +$10.8K | 0.27% | 84 |
|
|
2024
Q1 | $332K | Buy |
4,523
+569
| +14% | +$41.8K | 0.28% | 88 |
|
|
2023
Q4 | $273K | Buy |
+3,954
| New | +$273K | 0.26% | 88 |
|