Certified Advisory Corp’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-119	Closed	-$8K	–	234
2021 Q1	$8K	Buy	+119	New	+$7.86K	﹤0.01%	613
2020 Q2	$7K	Hold	119	–	–	﹤0.01%	594
2020 Q1	$6K	Hold	119	–	–	﹤0.01%	594
2019 Q4	$7K	Hold	119	–	–	﹤0.01%	622
2019 Q3	$7K	Hold	119	–	–	﹤0.01%	634
2019 Q2	$7K	Hold	119	–	–	﹤0.01%	630
2019 Q1	$6K	Buy	119 +17	+17%	+$881	﹤0.01%	605
2018 Q4	$5K	Hold	102	–	–	﹤0.01%	616
2018 Q3	$6K	Hold	102	–	–	﹤0.01%	629
2018 Q2	$5K	Hold	102	–	–	﹤0.01%	625
2018 Q1	$5K	Buy	+102	New	+$5.57K	﹤0.01%	588

Other funds holding AOA

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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

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

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

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

Certified Advisory Corp's AOA Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2021, closing a stake of 119 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in AOA in Q1 2018 and held it in 11 quarters. The position peaked at $8K in Q1 2021. 220 funds tracked by Wall St. Rank hold AOA as of Q2 2021.

Certified Advisory Corp reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 119 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2021, an estimated $8K.
Certified Advisory Corp first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's iShares Core 80/20 Aggressive Allocation ETF position peaked at $8K in Q1 2021.
220 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.