Brandywine Oak Private Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q2	–	Sell	-3,380	Closed	-$233K	–	317
2022 Q1	$233K	Buy	3,380 +284	+9%	+$19.6K	0.03%	314
2021 Q4	$225K	Sell	3,096 -657	-18%	-$47.4K	0.02%	321
2021 Q3	$261K	Buy	3,753 +288	+8%	+$20.5K	0.03%	281
2021 Q2	$244K	Sell	3,465 -460	-12%	-$32K	0.03%	293
2021 Q1	$262K	Sell	3,925 -616	-14%	-$40.7K	0.04%	234
2020 Q4	$291K	Buy	4,541 +15	+0.3%	+$917	0.04%	200
2020 Q3	$262K	Buy	4,526 +4	+0.1%	+$231	0.04%	203
2020 Q2	$248K	Buy	+4,522	New	+$235K	0.04%	202
2019 Q1	–	Sell	-510	Closed	-$24K	–	236
2018 Q4	$24K	Buy	+510	New	+$26.1K	0.01%	431

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brandywine Oak Private Wealth's AOA Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 3,380 shares — an estimated $233K sold.

Brandywine Oak Private Wealth first reported a position in AOA in Q4 2018 and held it in 9 quarters. The position peaked at $291K in Q4 2020. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,380 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $233K.
Brandywine Oak Private Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 9 quarters.
Brandywine Oak Private Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $291K in Q4 2020.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.