Waverly Advisors’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 | $12.3M | Buy |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $9.78M | Buy |
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|
2023
Q4 | $5.5M | Buy |
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|
2023
Q3 | $5.04M | Buy |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $4.92M | Buy |
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|
2022
Q4 | $3.95M | Sell |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $4.21M | Buy |
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|
2022
Q1 | $4.39M | Buy |
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|
2021
Q4 | $4.21M | Buy |
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|
2021
Q3 | $4.06M | Sell |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $4.06M | Buy |
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|
2020
Q4 | $3.77M | Buy |
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|
2020
Q3 | $2.95M | Sell |
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|
2020
Q2 | $3.39M | Buy |
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|
2020
Q1 | $2.35M | Sell |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $2.88M | Buy |
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|
2019
Q2 | $2.64M | Buy |
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|
2019
Q1 | $2.31M | Buy |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $1.77M | Buy |
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|
2018
Q2 | $1.69M | Buy |
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|
2018
Q1 | $1.38M | Sell |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $842K | Buy |
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|
2016
Q3 | $575K | Buy |
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|
2016
Q2 | $426K | Buy |
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|
2016
Q1 | $388K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $146K | Sell |
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|
2015
Q2 | $179K | Buy |
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|
2015
Q1 | $175K | Buy |
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|
2014
Q4 | $154K | Buy |
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|
2014
Q3 | $137K | Buy |
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|
2014
Q2 | $126K | Buy |
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|
2014
Q1 | $82K | Buy |
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|
2013
Q4 | $76K | Buy |
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|
2013
Q3 | $31K | Buy |
|