Summit 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 | $1.37M | Buy |
16,429
+727
| +5% | +$60.6K | 0.26% | 67 |
|
|
2025
Q1 | $1.2M | Buy |
15,702
+322
| +2% | +$24.6K | 0.24% | 70 |
|
|
2024
Q4 | $1.18M | Sell |
15,380
-144
| -0.9% | -$11K | 0.24% | 72 |
|
|
2024
Q3 | $1.22M | Buy |
15,524
+1,186
| +8% | +$93.6K | 0.24% | 80 |
|
|
2024
Q2 | $1.07M | Buy |
14,338
+842
| +6% | +$63K | 0.22% | 80 |
|
|
2024
Q1 | $991K | Buy |
13,496
+104
| +0.8% | +$7.64K | 0.21% | 80 |
|
|
2023
Q4 | $925K | Buy |
13,392
+74
| +0.6% | +$5.11K | 0.21% | 75 |
|
|
2023
Q3 | $846K | Sell |
13,318
-423
| -3% | -$26.9K | 0.22% | 74 |
|
|
2023
Q2 | $912K | Buy |
13,741
+352
| +3% | +$23.4K | 0.23% | 68 |
|
|
2023
Q1 | $851K | Buy |
13,389
+577
| +5% | +$36.7K | 0.22% | 73 |
|
|
2022
Q4 | $765K | Buy |
12,812
+658
| +5% | +$39.3K | 0.2% | 72 |
|
|
2022
Q3 | $674K | Buy |
12,154
+945
| +8% | +$52.4K | 0.19% | 71 |
|
|
2022
Q2 | $671K | Buy |
11,209
+723
| +7% | +$43.3K | 0.18% | 69 |
|
|
2022
Q1 | $723K | Buy |
10,486
+187
| +2% | +$12.9K | 0.16% | 71 |
|
|
2021
Q4 | $750K | Buy |
10,299
+634
| +7% | +$46.2K | 0.16% | 69 |
|
|
2021
Q3 | $675K | Buy |
9,665
+937
| +11% | +$65.4K | 0.16% | 75 |
|
|
2021
Q2 | $617K | Buy |
8,728
+230
| +3% | +$16.3K | 0.15% | 82 |
|
|
2021
Q1 | $569K | Buy |
8,498
+1,350
| +19% | +$90.4K | 0.15% | 84 |
|
|
2020
Q4 | $459K | Buy |
7,148
+2,944
| +70% | +$189K | 0.12% | 89 |
|
|
2020
Q3 | $244K | Buy |
4,204
+236
| +6% | +$13.7K | 0.07% | 132 |
|
|
2020
Q2 | $218K | Buy |
+3,968
| New | +$218K | 0.07% | 136 |
|