William Blair & Company’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 | $88.3K | Buy |
1,059
+48
| +5% | +$4K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $77.3K | Buy |
1,011
+69
| +7% | +$5.28K | ﹤0.01% | 1532 |
|
|
2024
Q4 | $72.2K | Buy |
942
+89
| +10% | +$6.82K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $67.3K | Sell |
853
-587
| -41% | -$46.3K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $108K | Buy |
1,440
+1
| +0.1% | +$75 | ﹤0.01% | 1501 |
|
|
2024
Q1 | $106K | Hold |
1,439
| – | – | ﹤0.01% | 1498 |
|
|
2023
Q4 | $99.4K | Buy |
1,439
+3
| +0.2% | +$207 | ﹤0.01% | 1506 |
|
|
2023
Q3 | $91.2K | Buy |
1,436
+1,057
| +279% | +$67.1K | ﹤0.01% | 1514 |
|
|
2023
Q2 | $25.1K | Buy |
379
+1
| +0.3% | +$66 | ﹤0.01% | 1675 |
|
|
2023
Q1 | $24K | Hold |
378
| – | – | ﹤0.01% | 1672 |
|
|
2022
Q4 | $22.6K | Buy |
378
+3
| +0.8% | +$179 | ﹤0.01% | 1674 |
|
|
2022
Q3 | $21K | Buy |
375
+2
| +0.5% | +$112 | ﹤0.01% | 1693 |
|
|
2022
Q2 | $22K | Sell |
373
-252
| -40% | -$14.9K | ﹤0.01% | 1716 |
|
|
2022
Q1 | $43K | Buy |
625
+253
| +68% | +$17.4K | ﹤0.01% | 1726 |
|
|
2021
Q4 | $27K | Buy |
372
+3
| +0.8% | +$218 | ﹤0.01% | 1828 |
|
|
2021
Q3 | $26K | Buy |
369
+1
| +0.3% | +$70 | ﹤0.01% | 1749 |
|
|
2021
Q2 | $26K | Buy |
368
+1
| +0.3% | +$71 | ﹤0.01% | 1758 |
|
|
2021
Q1 | $25K | Buy |
367
+100
| +37% | +$6.81K | ﹤0.01% | 1733 |
|
|
2020
Q4 | $17K | Buy |
267
+2
| +0.8% | +$127 | ﹤0.01% | 1712 |
|
|
2020
Q3 | $15K | Buy |
265
+2
| +0.8% | +$113 | ﹤0.01% | 1603 |
|
|
2020
Q2 | $14K | Sell |
263
-99
| -27% | -$5.27K | ﹤0.01% | 1563 |
|
|
2020
Q1 | $17K | Buy |
362
+100
| +38% | +$4.7K | ﹤0.01% | 1506 |
|
|
2019
Q4 | $15K | Buy |
+262
| New | +$15K | ﹤0.01% | 1604 |
|