United Capital 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 | $1.21M | Buy |
14,470
+499
| +4% | +$41.6K | 0.01% | 536 |
|
|
2025
Q1 | $1.07M | Buy |
13,971
+1,014
| +8% | +$77.6K | 0.01% | 547 |
|
|
2024
Q4 | $993K | Buy |
12,957
+1,059
| +9% | +$81.1K | 0.01% | 545 |
|
|
2024
Q3 | $939K | Sell |
11,898
-82
| -0.7% | -$6.47K | 0.01% | 556 |
|
|
2024
Q2 | $896K | Buy |
11,980
+405
| +3% | +$30.3K | 0.01% | 547 |
|
|
2024
Q1 | $850K | Buy |
11,575
+366
| +3% | +$26.9K | 0.01% | 593 |
|
|
2023
Q4 | $774K | Sell |
11,209
-2,162
| -16% | -$149K | 0.01% | 614 |
|
|
2023
Q3 | $849K | Sell |
13,371
-379
| -3% | -$24.1K | 0.01% | 547 |
|
|
2023
Q2 | $912K | Buy |
13,750
+974
| +8% | +$64.6K | 0.01% | 570 |
|
|
2023
Q1 | $812K | Buy |
12,776
+1,134
| +10% | +$72.1K | ﹤0.01% | 630 |
|
|
2022
Q4 | $696K | Buy |
11,642
+1,730
| +17% | +$103K | ﹤0.01% | 696 |
|
|
2022
Q3 | $550K | Buy |
9,912
+1,758
| +22% | +$97.5K | ﹤0.01% | 742 |
|
|
2022
Q2 | $488K | Buy |
8,154
+844
| +12% | +$50.5K | ﹤0.01% | 805 |
|
|
2022
Q1 | $504K | Buy |
7,310
+767
| +12% | +$52.9K | ﹤0.01% | 829 |
|
|
2021
Q4 | $476K | Buy |
6,543
+276
| +4% | +$20.1K | ﹤0.01% | 871 |
|
|
2021
Q3 | $437K | Buy |
6,267
+123
| +2% | +$8.58K | ﹤0.01% | 891 |
|
|
2021
Q2 | $434K | Sell |
6,144
-1,569
| -20% | -$111K | ﹤0.01% | 899 |
|
|
2021
Q1 | $516K | Sell |
7,713
-1,236
| -14% | -$82.7K | ﹤0.01% | 838 |
|
|
2020
Q4 | $574K | Sell |
8,949
-11,505
| -56% | -$738K | ﹤0.01% | 812 |
|
|
2020
Q3 | $1.19M | Buy |
20,454
+2,587
| +14% | +$150K | 0.01% | 610 |
|
|
2020
Q2 | $981K | Sell |
17,867
-1,213
| -6% | -$66.6K | 0.01% | 667 |
|
|
2020
Q1 | $906K | Buy |
19,080
+245
| +1% | +$11.6K | 0.01% | 651 |
|
|
2019
Q4 | $1.09M | Buy |
18,835
+363
| +2% | +$21K | 0.01% | 740 |
|
|
2019
Q3 | $1.01M | Sell |
18,472
-636
| -3% | -$34.9K | 0.01% | 746 |
|
|
2019
Q2 | $1.05M | Buy |
19,108
+4,590
| +32% | +$253K | 0.01% | 788 |
|
|
2019
Q1 | $774K | Sell |
14,518
-2,640
| -15% | -$141K | 0.01% | 841 |
|
|
2018
Q4 | $833K | Buy |
17,158
+2,745
| +19% | +$133K | 0.01% | 765 |
|
|
2018
Q3 | $787K | Hold |
14,413
| – | – | 0.01% | 844 |
|
|
2018
Q2 | $770K | Sell |
14,413
-786
| -5% | -$42K | 0.01% | 832 |
|
|
2018
Q1 | $813K | Sell |
15,199
-1,858
| -11% | -$99.4K | 0.01% | 824 |
|
|
2017
Q4 | $919K | Hold |
17,057
| – | – | 0.01% | 803 |
|
|
2017
Q3 | $914K | Sell |
17,057
-200
| -1% | -$10.7K | 0.01% | 798 |
|
|
2017
Q2 | $894K | Sell |
17,257
-32
| -0.2% | -$1.66K | 0.01% | 795 |
|
|
2017
Q1 | $863K | Hold |
17,289
| – | – | 0.01% | 781 |
|
|
2016
Q4 | $816K | Hold |
17,289
| – | – | 0.01% | 799 |
|
|
2016
Q3 | $821K | Sell |
17,289
-468
| -3% | -$22.2K | 0.01% | 826 |
|
|
2016
Q2 | $817K | Sell |
17,757
-302
| -2% | -$13.9K | 0.01% | 789 |
|
|
2016
Q1 | $818K | Buy |
18,059
+2,616
| +17% | +$118K | 0.01% | 751 |
|
|
2015
Q4 | $692K | Hold |
15,443
| – | – | 0.01% | 791 |
|
|
2015
Q3 | $674K | Buy |
+15,443
| New | +$674K | 0.01% | 811 |
|