Sovereign Financial Group’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
Q3 | $481K | Buy |
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|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $428K | Buy |
|
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|
2024
Q3 | $323K | Sell |
|
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|
2024
Q2 | $326K | Sell |
|
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $354K | Sell |
|
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $455K | Sell |
|
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|
2023
Q1 | $451K | Sell |
|
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|
2022
Q4 | $633K | Sell |
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|
2022
Q3 | $733K | Buy |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $1.45M | Hold |
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|
2021
Q4 | $1.53M | Buy |
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