Aspire Private Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-269	Closed	-$21.3K	–	188
2024 Q3	$21.3K	Hold	269	–	–	0.01%	301
2024 Q2	$20.1K	Sell	269 -90	-25%	-$6.58K	0.01%	314
2024 Q1	$26.4K	Buy	359 +182	+103%	+$12.8K	0.01%	290
2023 Q4	$12.3K	Hold	177	–	–	﹤0.01%	363
2023 Q3	$11.2K	Hold	177	–	–	﹤0.01%	384
2023 Q2	$11.7K	Sell	177 -1	-0.6%	-$64	﹤0.01%	362
2023 Q1	$11.3K	Buy	178 +15	+9%	+$937	﹤0.01%	358
2022 Q4	$9.75K	Buy	163 +43	+36%	+$2.54K	﹤0.01%	364
2022 Q3	$7K	Buy	120 +43	+56%	+$2.61K	﹤0.01%	380
2022 Q2	$5K	Buy	77 +49	+175%	+$3.12K	﹤0.01%	393
2022 Q1	$2K	Sell	28 -39	-58%	-$2.7K	﹤0.01%	482
2021 Q4	$5K	Hold	67	–	–	﹤0.01%	408
2021 Q3	$5K	Hold	67	–	–	﹤0.01%	374
2021 Q2	$5K	Hold	67	–	–	﹤0.01%	382
2021 Q1	$4K	Sell	67 -15	-18%	-$991	﹤0.01%	401
2020 Q4	$5K	Hold	82	–	–	﹤0.01%	299
2020 Q3	$5K	Buy	+82	New	+$4.73K	﹤0.01%	306
2020 Q1	–	Sell	-164	Closed	-$10K	–	245
2019 Q4	$10K	Hold	164	–	–	﹤0.01%	264
2019 Q3	$9K	Hold	164	–	–	﹤0.01%	255
2019 Q2	$9K	Hold	164	–	–	﹤0.01%	273
2019 Q1	$9K	Buy	164 +2	+1%	+$104	﹤0.01%	321
2018 Q4	$8K	Buy	+162	New	+$8.28K	﹤0.01%	312

Other funds holding AOA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Aspire Private Capital's AOA Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 269 shares — an estimated $21.3K sold.

Aspire Private Capital first reported a position in AOA in Q4 2018 and held it in 22 quarters. The position peaked at $26.4K in Q1 2024. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

Aspire Private Capital reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 269 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $21.3K.
Aspire Private Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $26.4K in Q1 2024.
345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.