Valmark Advisers’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
Q3 | $895K | Buy |
|
|||||
|
2025
Q2 | $834K | Buy |
|
|||||
|
2025
Q1 | $739K | Buy |
|
|||||
|
2024
Q4 | $727K | Sell |
|
|||||
|
2024
Q3 | $749K | Buy |
|
|||||
|
2024
Q2 | $698K | Buy |
|
|||||
|
2024
Q1 | $677K | Buy |
|
|||||
|
2023
Q4 | $591K | Buy |
|
|||||
|
2023
Q3 | $542K | Buy |
|
|||||
|
2023
Q2 | $550K | Buy |
|
|||||
|
2023
Q1 | $525K | Buy |
|
|||||
|
2022
Q4 | $461K | Buy |
|
|||||
|
2022
Q3 | $427K | Buy |
|
|||||
|
2022
Q2 | $447K | Sell |
|
|||||
|
2022
Q1 | $519K | Sell |
|
|||||
|
2021
Q4 | $619K | Buy |
|
|||||
|
2021
Q3 | $523K | Buy |
|
|||||
|
2021
Q2 | $514K | Sell |
|
|||||
|
2021
Q1 | $502K | Sell |
|
|||||
|
2020
Q4 | $522K | Hold |
|
|||||
|
2020
Q3 | $472K | Buy |
|
|||||
|
2020
Q2 | $441K | Sell |
|
|||||
|
2020
Q1 | $457K | Sell |
|
|||||
|
2019
Q4 | $571K | Sell |
|
|||||
|
2019
Q3 | $551K | Hold |
|
|||||
|
2019
Q2 | $553K | Sell |
|
|||||
|
2019
Q1 | $558K | Sell |
|
|||||
|
2018
Q4 | $574K | Buy |
|
|||||
|
2018
Q3 | $626K | Sell |
|
|||||
|
2018
Q2 | $673K | Sell |
|
|||||
|
2018
Q1 | $899K | Buy |
|
|||||
|
2017
Q4 | $886K | Buy |
|