Tobias Financial Advisors’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 | $1.47M | Buy |
17,640
+1,702
| +11% | +$142K | 0.25% | 56 |
|
|
2025
Q1 | $1.22M | Sell |
15,938
-1,350
| -8% | -$103K | 0.24% | 52 |
|
|
2024
Q4 | $1.32M | Buy |
17,288
+992
| +6% | +$76K | 0.27% | 50 |
|
|
2024
Q3 | $1.29M | Buy |
16,296
+302
| +2% | +$23.8K | 0.26% | 47 |
|
|
2024
Q2 | $1.2M | Buy |
15,994
+1,894
| +13% | +$142K | 0.26% | 48 |
|
|
2024
Q1 | $1.04M | Buy |
14,100
+268
| +2% | +$19.7K | 0.23% | 51 |
|
|
2023
Q4 | $955K | Buy |
13,832
+670
| +5% | +$46.3K | 0.23% | 50 |
|
|
2023
Q3 | $836K | Sell |
13,162
-3,043
| -19% | -$193K | 0.22% | 56 |
|
|
2023
Q2 | $1.08M | Buy |
16,205
+1,009
| +7% | +$66.9K | 0.29% | 51 |
|
|
2023
Q1 | $966K | Buy |
15,196
+1,176
| +8% | +$74.8K | 0.28% | 48 |
|
|
2022
Q4 | $838K | Buy |
14,020
+514
| +4% | +$30.7K | 0.28% | 55 |
|
|
2022
Q3 | $749K | Buy |
13,506
+253
| +2% | +$14K | 0.26% | 53 |
|
|
2022
Q2 | $794K | Sell |
13,253
-382
| -3% | -$22.9K | 0.27% | 50 |
|
|
2022
Q1 | $940K | Buy |
+13,635
| New | +$940K | 0.32% | 47 |
|
|
2021
Q4 | – | Sell |
-9,456
| Closed | -$660K | – | 71 |
|
|
2021
Q3 | $660K | Buy |
9,456
+311
| +3% | +$21.7K | 0.25% | 49 |
|
|
2021
Q2 | $646K | Buy |
9,145
+365
| +4% | +$25.8K | 0.26% | 49 |
|
|
2021
Q1 | $588K | Sell |
8,780
-2,643
| -23% | -$177K | 0.25% | 50 |
|
|
2020
Q4 | $733K | Buy |
11,423
+1,342
| +13% | +$86.1K | 0.34% | 43 |
|
|
2020
Q3 | $585K | Buy |
10,081
+689
| +7% | +$40K | 0.32% | 44 |
|
|
2020
Q2 | $515K | Buy |
9,392
+4,183
| +80% | +$229K | 0.3% | 45 |
|
|
2020
Q1 | $247K | Sell |
5,209
-3,241
| -38% | -$154K | 0.18% | 44 |
|
|
2019
Q4 | $490K | Buy |
+8,450
| New | +$490K | 0.31% | 38 |
|