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

Chicago 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
2023
Q1 		– Sell
-6,145
Closed -$367K – 44
2022
Q4 		$367K Buy
+6,145
New +$364K 0.32% 29

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Chicago Wealth Management's AOA Position: Q1 2023 in Review

Chicago Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 6,145 shares — an estimated $367K sold.

Chicago Wealth Management first reported a position in AOA in Q4 2022 and held it in 1 quarter. The position peaked at $367K in Q4 2022. 254 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

  • Chicago Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Chicago Wealth Management sold 6,145 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $367K.
  • Chicago Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Chicago Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $367K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on Chicago Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.