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Cascadia Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$261K Buy
3,737
+331
+10% +$23.6K 0.05% 218
2021
Q2 		$241K Buy
3,406
+102
+3% +$7.09K 0.05% 221
2021
Q1 		$221K Buy
+3,304
New +$218K 0.05% 216

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Cascadia Advisory Services's AOA Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9.7% in Q3 2021, buying an estimated $23.6K and bringing the position to 3,737 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #218.

Cascadia Advisory Services first reported a position in AOA in Q1 2021 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold AOA as of Q3 2021.

  • Cascadia Advisory Services held 3,737 shares of iShares Core 80/20 Aggressive Allocation ETF worth $261K as of Q3 2021.
  • Cascadia Advisory Services bought 331 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2021, an estimated $23.6K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #218 holding.
  • Cascadia Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.