Syverson Strege & Co’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 | $1.89M | Sell |
22,693
-1,128
| -5% | -$94.1K | 0.45% | 24 |
|
|
2025
Q1 | $1.82M | Sell |
23,821
-398
| -2% | -$30.4K | 0.59% | 18 |
|
|
2024
Q4 | $1.86M | Buy |
24,219
+468
| +2% | +$35.9K | 0.62% | 17 |
|
|
2024
Q3 | $1.87M | Sell |
23,751
-2,685
| -10% | -$212K | 0.63% | 16 |
|
|
2024
Q2 | $1.98M | Sell |
26,436
-85
| -0.3% | -$6.36K | 0.67% | 16 |
|
|
2024
Q1 | $1.95M | Buy |
26,521
+385
| +1% | +$28.3K | 0.7% | 16 |
|
|
2023
Q4 | $1.8M | Buy |
26,136
+455
| +2% | +$31.4K | 0.7% | 17 |
|
|
2023
Q3 | $1.63M | Buy |
25,681
+2,333
| +10% | +$148K | 0.73% | 15 |
|
|
2023
Q2 | $1.55M | Buy |
23,348
+487
| +2% | +$32.3K | 0.66% | 16 |
|
|
2023
Q1 | $1.45M | Sell |
22,861
-1,510
| -6% | -$96K | 0.62% | 16 |
|
|
2022
Q4 | $1.46M | Buy |
24,371
+2,129
| +10% | +$127K | 0.66% | 17 |
|
|
2022
Q3 | $1.23M | Buy |
22,242
+691
| +3% | +$38.3K | 0.63% | 18 |
|
|
2022
Q2 | $1.29M | Sell |
21,551
-38
| -0.2% | -$2.28K | 0.47% | 24 |
|
|
2022
Q1 | $1.49M | Buy |
21,589
+2,501
| +13% | +$172K | 1.62% | 12 |
|
|
2021
Q4 | $1.39M | Buy |
19,088
+531
| +3% | +$38.7K | 1.03% | 16 |
|
|
2021
Q3 | $1.3M | Sell |
18,557
-69
| -0.4% | -$4.82K | 1.03% | 16 |
|
|
2021
Q2 | $1.32M | Buy |
18,626
+1,608
| +9% | +$114K | 1.17% | 14 |
|
|
2021
Q1 | $1.14M | Buy |
17,018
+1,934
| +13% | +$129K | 1.18% | 14 |
|
|
2020
Q4 | $968K | Buy |
+15,084
| New | +$968K | 0.92% | 17 |
|