Zacks Investment Management’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
Q1 | – | Sell |
-2,828
| Closed | -$217K | – | 655 |
|
|
2024
Q4 | $217K | Buy |
+2,828
| New | +$217K | ﹤0.01% | 614 |
|
|
2024
Q1 | – | Sell |
-3,354
| Closed | -$232K | – | 640 |
|
|
2023
Q4 | $232K | Buy |
+3,354
| New | +$232K | ﹤0.01% | 571 |
|
|
2023
Q1 | – | Sell |
-17,682
| Closed | -$1.06M | – | 632 |
|
|
2022
Q4 | $1.06M | Buy |
+17,682
| New | +$1.06M | 0.01% | 349 |
|