SWP Financial’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 | $347K | Hold |
4,155
| – | – | 0.19% | 53 |
|
|
2025
Q1 | $318K | Sell |
4,155
-787
| -16% | -$60.2K | 0.19% | 48 |
|
|
2024
Q4 | $379K | Sell |
4,942
-135
| -3% | -$10.3K | 0.23% | 44 |
|
|
2024
Q3 | $401K | Sell |
5,077
-25
| -0.5% | -$1.97K | 0.24% | 30 |
|
|
2024
Q2 | $382K | Sell |
5,102
-172
| -3% | -$12.9K | 0.25% | 31 |
|
|
2024
Q1 | $387K | Sell |
5,274
-53
| -1% | -$3.89K | 0.27% | 28 |
|
|
2023
Q4 | $368K | Buy |
+5,327
| New | +$368K | 0.29% | 29 |
|