Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.46M | Sell |
27,803
-120,792
| -81% | -$11M | ﹤0.01% | 1808 |
|
|
2025
Q4 | $13.3M | Buy |
148,595
+118,978
| +402% | +$10.6M | 0.01% | 817 |
|
|
2025
Q3 | $2.61M | Buy |
29,617
+32
| +0.1% | +$2.73K | ﹤0.01% | 1717 |
|
|
2025
Q2 | $2.47M | Buy |
29,585
+1,546
| +6% | +$121K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $2.14M | Sell |
28,039
-278,415
| -91% | -$21.7M | ﹤0.01% | 1717 |
|
|
2024
Q4 | $23.5M | Buy |
306,454
+268,641
| +710% | +$21M | 0.02% | 517 |
|
|
2024
Q3 | $2.98M | Buy |
37,813
+9,776
| +35% | +$743K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $2.1M | Buy |
28,037
+3,838
| +16% | +$281K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $1.78M | Sell |
24,199
-170,409
| -88% | -$12M | ﹤0.01% | 1798 |
|
|
2023
Q4 | $13.4M | Buy |
194,608
+172,603
| +784% | +$11.2M | 0.02% | 659 |
|
|
2023
Q3 | $1.4M | Sell |
22,005
-2,156
| -9% | -$142K | ﹤0.01% | 1829 |
|
|
2023
Q2 | $1.6M | Buy |
24,161
+6,396
| +36% | +$411K | ﹤0.01% | 1781 |
|
|
2023
Q1 | $1.13M | Sell |
17,765
-938,693
| -98% | -$58.6M | ﹤0.01% | 1962 |
|
|
2022
Q4 | $57.1M | Buy |
956,458
+905,772
| +1,787% | +$53.6M | 0.09% | 228 |
|
|
2022
Q3 | $2.81M | Sell |
50,686
-328,626
| -87% | -$20M | ﹤0.01% | 1241 |
|
|
2022
Q2 | $22.7M | Buy |
379,312
+352,841
| +1,333% | +$22.5M | 0.04% | 403 |
|
|
2022
Q1 | $1.82M | Sell |
26,471
-6,699
| -20% | -$463K | ﹤0.01% | 1680 |
|
|
2021
Q4 | $2.42M | Buy |
33,170
+14,848
| +81% | +$1.07M | ﹤0.01% | 1477 |
|
|
2021
Q3 | $1.28M | Sell |
18,322
-115
| -0.6% | -$8.19K | ﹤0.01% | 1899 |
|
|
2021
Q2 | $1.3M | Buy |
18,437
+4,696
| +34% | +$327K | ﹤0.01% | 1895 |
|
|
2021
Q1 | $920K | Sell |
13,741
-19,636
| -59% | -$1.3M | ﹤0.01% | 2045 |
|
|
2020
Q4 | $2.14M | Buy |
33,377
+20,712
| +164% | +$1.27M | ﹤0.01% | 1345 |
|
|
2020
Q3 | $735K | Sell |
12,665
-94,848
| -88% | -$5.47M | ﹤0.01% | 1842 |
|
|
2020
Q2 | $5.9M | Buy |
107,513
+94,970
| +757% | +$4.94M | 0.01% | 673 |
|
|
2020
Q1 | $596K | Sell |
12,543
-6,424
| -34% | -$352K | ﹤0.01% | 1753 |
|
|
2019
Q4 | $1.1M | Sell |
18,967
-8,990
| -32% | -$507K | ﹤0.01% | 1754 |
|
|
2019
Q3 | $1.54M | Sell |
27,957
-24,658
| -47% | -$1.34M | ﹤0.01% | 1478 |
|
|
2019
Q2 | $2.9M | Sell |
52,615
-1,410
| -3% | -$76.2K | 0.01% | 1105 |
|
|
2019
Q1 | $2.89M | Buy |
54,025
+16,060
| +42% | +$833K | 0.01% | 1054 |
|
|
2018
Q4 | $1.84M | Sell |
37,965
-14,851
| -28% | -$759K | 0.01% | 1192 |
|
|
2018
Q3 | $2.89M | Buy |
52,816
+1,387
| +3% | +$75.1K | 0.01% | 1075 |
|
|
2018
Q2 | $2.75M | Buy |
51,429
+6,244
| +14% | +$336K | 0.01% | 1055 |
|
|
2018
Q1 | $2.42M | Buy |
45,185
+23,643
| +110% | +$1.29M | 0.01% | 1064 |
|
|
2017
Q4 | $1.16M | Buy |
21,542
+2,276
| +12% | +$124K | ﹤0.01% | 1434 |
|
|
2017
Q3 | $1.03M | Buy |
19,266
+1,422
| +8% | +$74.7K | ﹤0.01% | 1470 |
|
|
2017
Q2 | $924K | Buy |
17,844
+4,694
| +36% | +$240K | ﹤0.01% | 1512 |
|
|
2017
Q1 | $657K | Buy |
+13,150
| New | +$643K | ﹤0.01% | 1664 |
|
Other funds holding AOA
EIG
JSA
FIA
MFIM
