SimpliFi Inc’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
Q2 | $587K | Sell |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $538K | Hold |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $604K | Buy |
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