Strategic Advocates’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
Q2 | $2.05M | Buy |
24,582
+621
| +3% | +$51.8K | 0.61% | 30 |
|
|
2025
Q1 | $1.83M | Sell |
23,961
-153
| -0.6% | -$11.7K | 0.64% | 29 |
|
|
2024
Q4 | $1.85M | Sell |
24,114
-1,361
| -5% | -$104K | 0.62% | 29 |
|
|
2024
Q3 | $2.01M | Buy |
25,475
+1,556
| +7% | +$123K | 0.72% | 26 |
|
|
2024
Q2 | $1.79M | Sell |
23,919
-917
| -4% | -$68.6K | 0.71% | 26 |
|
|
2024
Q1 | $1.82M | Buy |
24,836
+919
| +4% | +$67.5K | 0.7% | 30 |
|
|
2023
Q4 | $1.65M | Buy |
23,917
+1,349
| +6% | +$93.1K | 0.7% | 30 |
|
|
2023
Q3 | $1.43M | Buy |
+22,568
| New | +$1.43M | 0.67% | 29 |
|