Syverson Strege & Co’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
Q2 | $1.89M | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $968K | Buy |
|