Smith Anglin Financial’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
Q1 | – | Sell |
-2,694
| Closed | -$206K | – | 215 |
|
|
2024
Q4 | $206K | Buy |
+2,694
| New | +$206K | 0.02% | 202 |
|
|
2022
Q1 | – | Sell |
-11,676
| Closed | -$850K | – | 139 |
|
|
2021
Q4 | $850K | Buy |
+11,676
| New | +$850K | 0.15% | 62 |
|
|
2021
Q3 | – | Sell |
-8,926
| Closed | -$631K | – | 136 |
|
|
2021
Q2 | $631K | Buy |
+8,926
| New | +$631K | 0.12% | 74 |
|