5th Street Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

5th Street Advisors’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,903	Closed	-$503K	–	29
2023 Q1	$503K	Sell	7,903 -1,879	-19%	-$117K	0.39%	15
2022 Q4	$585K	Sell	9,782 -554	-5%	-$32.8K	0.58%	14
2022 Q3	$573K	Sell	10,336 -298	-3%	-$18.1K	0.61%	13
2022 Q2	$637K	Buy	10,634 +6	+0.1%	+$382	0.67%	12
2022 Q1	$733K	Sell	10,628 -386	-4%	-$26.7K	0.78%	12
2021 Q4	$802K	Buy	+11,014	New	+$794K	0.76%	11

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

5th Street Advisors's AOA Position: Q2 2023 in Review

5th Street Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2023, closing a stake of 7,903 shares — an estimated $503K sold.

5th Street Advisors first reported a position in AOA in Q4 2021 and held it in 6 quarters. The position peaked at $802K in Q4 2021. 261 funds tracked by Wall St. Rank hold AOA as of Q2 2023.

5th Street Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2023 after selling out during the quarter.
5th Street Advisors sold 7,903 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2023, an estimated $503K.
5th Street Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 6 quarters.
5th Street Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $802K in Q4 2021.
261 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2023.

Based on 5th Street Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.