SI
SimpliFi Inc’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
7,034
-135
| -2% | -$11.3K | 0.26% | 28 |
|
|
2025
Q1 | $548K | Sell |
7,169
-56
| -0.8% | -$4.28K | 0.25% | 29 |
|
|
2024
Q4 | $554K | Buy |
7,225
+150
| +2% | +$11.5K | 0.25% | 29 |
|
|
2024
Q3 | $558K | Sell |
7,075
-899
| -11% | -$70.9K | 0.25% | 29 |
|
|
2024
Q2 | $596K | Sell |
7,974
-1,050
| -12% | -$78.5K | 0.28% | 30 |
|
|
2024
Q1 | $663K | Buy |
9,024
+547
| +6% | +$40.2K | 0.3% | 24 |
|
|
2023
Q4 | $538K | Hold |
8,477
| – | – | 0.27% | 22 |
|
|
2023
Q3 | $538K | Sell |
8,477
-208
| -2% | -$13.2K | 0.27% | 22 |
|
|
2023
Q2 | $576K | Buy |
8,685
+122
| +1% | +$8.09K | 0.27% | 23 |
|
|
2023
Q1 | $545K | Buy |
8,563
+218
| +3% | +$13.9K | 0.27% | 26 |
|
|
2022
Q4 | $499K | Buy |
8,345
+29
| +0.3% | +$1.73K | 0.26% | 18 |
|
|
2022
Q3 | $461K | Buy |
8,316
+301
| +4% | +$16.7K | 0.24% | 21 |
|
|
2022
Q2 | $480K | Buy |
8,015
+8
| +0.1% | +$479 | 0.24% | 21 |
|
|
2022
Q1 | $552K | Buy |
8,007
+9
| +0.1% | +$620 | 0.25% | 21 |
|
|
2021
Q4 | $582K | Sell |
7,998
-615
| -7% | -$44.8K | 0.25% | 20 |
|
|
2021
Q3 | $601K | Buy |
8,613
+57
| +0.7% | +$3.98K | 0.27% | 14 |
|
|
2021
Q2 | $604K | Buy |
+8,556
| New | +$604K | 0.27% | 14 |
|