Summit Trail Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Buy |
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|
2025
Q2 | $276K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $249K | Buy |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $220K | Hold |
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|
2023
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $218K | Hold |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $170K | Buy |
|