Strategic Blueprint’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 | – | Sell |
-2,973
| Closed | -$227K | – | 671 |
|
2025
Q1 | $227K | Sell |
2,973
-1,278
| -30% | -$97.8K | 0.01% | 617 |
|
2024
Q4 | $326K | Buy |
4,251
+902
| +27% | +$69.1K | 0.02% | 506 |
|
2024
Q3 | $264K | Buy |
+3,349
| New | +$264K | 0.02% | 543 |
|
2021
Q3 | – | Sell |
-416
| Closed | -$29K | – | 433 |
|
2021
Q2 | $29K | Buy |
+416
| New | +$29K | ﹤0.01% | 712 |
|
2019
Q4 | – | Sell |
-236
| Closed | -$13K | – | 112 |
|
2019
Q3 | $13K | Buy |
+236
| New | +$13K | 0.01% | 269 |
|