StrategIQ Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

StrategIQ Financial Group’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$3.05M	Sell	44,200 -1,267	-3%	-$87.5K	0.34%	68
2023 Q3	$2.89M	Buy	45,467 +792	+2%	+$50.3K	0.33%	68
2023 Q2	$2.96M	Buy	44,675 +1,465	+3%	+$97.2K	0.34%	65
2023 Q1	$2.75M	Buy	43,210 +336	+0.8%	+$21.4K	0.32%	70
2022 Q4	$2.56M	Buy	42,874 +270	+0.6%	+$16.1K	0.3%	71
2022 Q3	$2.36M	Sell	42,604 -895	-2%	-$49.6K	0.3%	70
2022 Q2	$2.61M	Sell	43,499 -2,506	-5%	-$150K	0.32%	67
2022 Q1	$3.17M	Buy	46,005 +3,226	+8%	+$222K	0.34%	68
2021 Q4	$3.12M	Buy	42,779 +1,834	+4%	+$134K	0.31%	67
2021 Q3	$2.86M	Buy	40,945 +867	+2%	+$60.5K	0.57%	44
2021 Q2	$2.83M	Buy	40,078 +3,160	+9%	+$223K	0.56%	45
2021 Q1	$2.47M	Buy	36,918 +2,657	+8%	+$178K	0.52%	53
2020 Q4	$2.2M	Buy	34,261 +1,564	+5%	+$100K	0.49%	51
2020 Q3	$1.9M	Sell	32,697 -413	-1%	-$23.9K	0.48%	51
2020 Q2	$1.82M	Buy	33,110 +2,641	+9%	+$145K	0.49%	50
2020 Q1	$1.45M	Buy	30,469 +2,632	+9%	+$125K	0.45%	54
2019 Q4	$1.62M	Buy	27,837 +1,977	+8%	+$115K	0.42%	52
2019 Q3	$1.42M	Buy	25,860 +153	+0.6%	+$8.4K	0.4%	56
2019 Q2	$1.42M	Buy	25,707 +1,565	+6%	+$86.3K	0.41%	58
2019 Q1	$1.29M	Buy	24,142 +537	+2%	+$28.7K	0.4%	58
2018 Q4	$1.15M	Buy	23,605 +710	+3%	+$34.5K	0.39%	58
2018 Q3	$1.25M	Buy	22,895 +2,273	+11%	+$124K	0.4%	58
2018 Q2	$1.1M	Buy	20,622 +4,173	+25%	+$223K	0.38%	64
2018 Q1	$880K	Buy	16,449 +2,124	+15%	+$114K	0.35%	72
2017 Q4	$772K	Buy	14,325 +851	+6%	+$45.9K	0.3%	80
2017 Q3	$722K	Sell	13,474 -2,882	-18%	-$154K	0.29%	68
2017 Q2	$847K	Buy	16,356 +1,398	+9%	+$72.4K	0.36%	61
2017 Q1	$747K	Sell	14,958 -40	-0.3%	-$2K	0.34%	61
2016 Q4	$708K	Buy	14,998 +2,048	+16%	+$96.7K	0.35%	64
2016 Q3	$615K	Buy	12,950 +2,240	+21%	+$106K	0.34%	62
2016 Q2	$491K	Buy	10,710 +834	+8%	+$38.2K	0.29%	67
2016 Q1	$447K	Buy	9,876 +2,003	+25%	+$90.7K	0.42%	40
2015 Q4	$353K	Buy	+7,873	New	+$353K	0.36%	41