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Bartlett & Co Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bartlett & Co Wealth Management’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
-130
Closed -$10.3K – 1125
2024
Q3 		$10.3K Buy
+130
New +$9.88K ﹤0.01% 908
2024
Q1 		– Sell
-142
Closed -$9.83K – 1134
2023
Q4 		$9.83K Buy
+142
New +$9.25K ﹤0.01% 1005

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Bartlett & Co Wealth Management's AOA Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 130 shares — an estimated $10.3K sold.

Bartlett & Co Wealth Management first reported a position in AOA in Q4 2023 and held it in 2 quarters. The position peaked at $10.3K in Q3 2024. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 130 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $10.3K.
  • Bartlett & Co Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $10.3K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.