Thoroughbred Financial Services’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 | $812K | Sell |
9,741
-4,476
| -31% | -$373K | 0.06% | 301 |
|
|
2025
Q1 | $1.09M | Buy |
14,217
+7,141
| +101% | +$546K | 0.07% | 276 |
|
|
2024
Q4 | $542K | Buy |
7,076
+2,003
| +39% | +$153K | 0.03% | 383 |
|
|
2024
Q3 | $400K | Buy |
5,073
+71
| +1% | +$5.6K | 0.03% | 452 |
|
|
2024
Q2 | $374K | Buy |
5,002
+1,000
| +25% | +$74.8K | 0.03% | 446 |
|
|
2024
Q1 | $293K | Sell |
4,002
-857
| -18% | -$62.7K | 0.03% | 376 |
|
|
2023
Q4 | $335K | Hold |
4,859
| – | – | 0.03% | 449 |
|
|
2023
Q3 | $308K | Buy |
4,859
+794
| +20% | +$50.3K | 0.03% | 435 |
|
|
2023
Q2 | $269K | Buy |
+4,065
| New | +$269K | 0.04% | 346 |
|