Sightline Wealth 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 | $218K | Buy |
+2,618
| New | +$218K | 0.11% | 79 |
|
|
2023
Q3 | – | Sell |
-3,207
| Closed | -$204K | – | 70 |
|
|
2023
Q2 | $204K | Buy |
+3,207
| New | +$204K | 0.2% | 53 |
|
|
2022
Q2 | – | Sell |
-2,991
| Closed | -$206K | – | 52 |
|
|
2022
Q1 | $206K | Sell |
2,991
-457
| -13% | -$31.5K | 0.17% | 50 |
|
|
2021
Q4 | $252K | Sell |
3,448
-1,342
| -28% | -$98.1K | 0.23% | 44 |
|
|
2021
Q3 | $334K | Sell |
4,790
-638
| -12% | -$44.5K | 0.28% | 40 |
|
|
2021
Q2 | $384K | Buy |
5,428
+103
| +2% | +$7.29K | 0.32% | 41 |
|
|
2021
Q1 | $357K | Buy |
5,325
+175
| +3% | +$11.7K | 0.33% | 40 |
|
|
2020
Q4 | $331K | Buy |
+5,150
| New | +$331K | 0.33% | 40 |
|