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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.05M	Sell	44,200 -1,267	-3%	-$82.6K	0.34%	68
2023 Q3	$2.89M	Buy	45,467 +792	+2%	+$52K	0.33%	68
2023 Q2	$2.96M	Buy	44,675 +1,465	+3%	+$94.2K	0.34%	65
2023 Q1	$2.75M	Buy	43,210 +336	+0.8%	+$21K	0.32%	70
2022 Q4	$2.56M	Buy	42,874 +270	+0.6%	+$16K	0.3%	71
2022 Q3	$2.36M	Sell	42,604 -895	-2%	-$54.4K	0.3%	70
2022 Q2	$2.6M	Sell	43,499 -2,506	-5%	-$160K	0.32%	67
2022 Q1	$3.17M	Buy	46,005 +3,226	+8%	+$223K	0.34%	68
2021 Q4	$3.12M	Buy	42,779 +1,834	+4%	+$132K	0.31%	67
2021 Q3	$2.86M	Buy	40,945 +867	+2%	+$61.7K	0.57%	44
2021 Q2	$2.83M	Buy	40,078 +3,160	+9%	+$220K	0.56%	45
2021 Q1	$2.47M	Buy	36,918 +2,657	+8%	+$175K	0.52%	53
2020 Q4	$2.2M	Buy	34,261 +1,564	+5%	+$95.6K	0.49%	51
2020 Q3	$1.9M	Sell	32,697 -413	-1%	-$23.8K	0.48%	51
2020 Q2	$1.82M	Buy	33,110 +2,641	+9%	+$137K	0.49%	50
2020 Q1	$1.45M	Buy	30,469 +2,632	+9%	+$144K	0.45%	54
2019 Q4	$1.61M	Buy	27,837 +1,977	+8%	+$111K	0.42%	53
2019 Q3	$1.42M	Buy	25,860 +153	+0.6%	+$8.34K	0.4%	57
2019 Q2	$1.42M	Buy	25,707 +1,565	+6%	+$84.5K	0.41%	59
2019 Q1	$1.29M	Buy	24,142 +537	+2%	+$27.8K	0.4%	59
2018 Q4	$1.15M	Buy	23,605 +710	+3%	+$36.3K	0.39%	59
2018 Q3	$1.25M	Buy	22,895 +2,273	+11%	+$123K	0.4%	58
2018 Q2	$1.1M	Buy	20,622 +4,173	+25%	+$225K	0.38%	64
2018 Q1	$880K	Buy	16,449 +2,124	+15%	+$116K	0.35%	72
2017 Q4	$772K	Buy	14,325 +851	+6%	+$46.5K	0.3%	80
2017 Q3	$722K	Sell	13,474 -2,882	-18%	-$151K	0.29%	68
2017 Q2	$847K	Buy	16,356 +1,398	+9%	+$71.3K	0.36%	61
2017 Q1	$747K	Sell	14,958 -40	-0.3%	-$1.96K	0.34%	61
2016 Q4	$708K	Buy	14,998 +2,048	+16%	+$96.1K	0.35%	64
2016 Q3	$615K	Buy	12,950 +2,240	+21%	+$105K	0.34%	62
2016 Q2	$491K	Buy	10,710 +834	+8%	+$38K	0.29%	67
2016 Q1	$447K	Buy	9,876 +2,003	+25%	+$86.5K	0.42%	40
2015 Q4	$353K	Buy	+7,873	New	+$359K	0.36%	41