Stratos Wealth Partners’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 | $927K | Buy |
11,116
+2,757
| +33% | +$230K | 0.01% | 715 |
|
|
2025
Q1 | $639K | Buy |
8,359
+1,843
| +28% | +$141K | 0.01% | 804 |
|
|
2024
Q4 | $499K | Buy |
6,516
+64
| +1% | +$4.9K | 0.01% | 931 |
|
|
2024
Q3 | $509K | Buy |
6,452
+25
| +0.4% | +$1.97K | 0.01% | 937 |
|
|
2024
Q2 | $481K | Sell |
6,427
-175
| -3% | -$13.1K | 0.01% | 912 |
|
|
2024
Q1 | $485K | Buy |
6,602
+223
| +3% | +$16.4K | 0.01% | 907 |
|
|
2023
Q4 | $440K | Sell |
6,379
-49
| -0.8% | -$3.38K | 0.01% | 913 |
|
|
2023
Q3 | $408K | Sell |
6,428
-301
| -4% | -$19.1K | 0.01% | 899 |
|
|
2023
Q2 | $446K | Sell |
6,729
-739
| -10% | -$49K | 0.01% | 809 |
|
|
2023
Q1 | $475K | Sell |
7,468
-894
| -11% | -$56.9K | 0.01% | 720 |
|
|
2022
Q4 | $500K | Buy |
8,362
+116
| +1% | +$6.93K | 0.01% | 736 |
|
|
2022
Q3 | $457K | Sell |
8,246
-95
| -1% | -$5.27K | 0.01% | 720 |
|
|
2022
Q2 | $500K | Buy |
8,341
+1,134
| +16% | +$68K | 0.01% | 734 |
|
|
2022
Q1 | $497K | Sell |
7,207
-81
| -1% | -$5.59K | 0.01% | 817 |
|
|
2021
Q4 | $531K | Buy |
7,288
+102
| +1% | +$7.43K | 0.01% | 782 |
|
|
2021
Q3 | $502K | Buy |
7,186
+955
| +15% | +$66.7K | 0.01% | 740 |
|
|
2021
Q2 | $440K | Buy |
6,231
+992
| +19% | +$70.1K | 0.01% | 818 |
|
|
2021
Q1 | $351K | Buy |
5,239
+1,340
| +34% | +$89.8K | 0.01% | 832 |
|
|
2020
Q4 | $250K | Sell |
3,899
-12,193
| -76% | -$782K | 0.01% | 917 |
|
|
2020
Q3 | $933K | Sell |
16,092
-7,771
| -33% | -$451K | 0.03% | 417 |
|
|
2020
Q2 | $1.31M | Sell |
23,863
-1,101
| -4% | -$60.4K | 0.05% | 324 |
|
|
2020
Q1 | $1.19M | Sell |
24,964
-2,270
| -8% | -$108K | 0.05% | 290 |
|
|
2019
Q4 | $1.58M | Buy |
27,234
+1,070
| +4% | +$62.1K | 0.06% | 289 |
|
|
2019
Q3 | $1.44M | Sell |
26,164
-1,128
| -4% | -$62K | 0.06% | 292 |
|
|
2019
Q2 | $1.51M | Sell |
27,292
-3,239
| -11% | -$179K | 0.07% | 276 |
|
|
2019
Q1 | $1.63M | Sell |
30,531
-825
| -3% | -$44.2K | 0.07% | 267 |
|
|
2018
Q4 | $1.52M | Sell |
31,356
-5,608
| -15% | -$272K | 0.08% | 256 |
|
|
2018
Q3 | $2.02M | Sell |
36,964
-3,503
| -9% | -$191K | 0.09% | 223 |
|
|
2018
Q2 | $2.16M | Buy |
40,467
+556
| +1% | +$29.7K | 0.1% | 224 |
|
|
2018
Q1 | $2.14M | Buy |
39,911
+1,496
| +4% | +$80K | 0.09% | 228 |
|
|
2017
Q4 | $2.07M | Buy |
38,415
+5,115
| +15% | +$276K | 0.09% | 225 |
|
|
2017
Q3 | $1.78M | Buy |
33,300
+380
| +1% | +$20.4K | 0.08% | 235 |
|
|
2017
Q2 | $1.71M | Buy |
32,920
+1,325
| +4% | +$68.6K | 0.09% | 217 |
|
|
2017
Q1 | $1.58M | Buy |
31,595
+6,070
| +24% | +$303K | 0.09% | 207 |
|
|
2016
Q4 | $1.21M | Buy |
25,525
+8,502
| +50% | +$401K | 0.07% | 238 |
|
|
2016
Q3 | $808K | Buy |
+17,023
| New | +$808K | 0.05% | 271 |
|