Cooper Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-13,292
Closed -$928K 237
2021
Q3
$928K Sell
13,292
-578
-4% -$41.2K 0.19% 79
2021
Q2
$980K Buy
13,870
+730
+6% +$50.8K 0.2% 72
2021
Q1
$879K Sell
13,140
-14
-0.1% -$925 0.2% 74
2020
Q4
$844K Sell
13,154
-1,869
-12% -$114K 0.17% 102
2020
Q3
$871K Buy
15,023
+496
+3% +$28.6K 0.25% 57
2020
Q2
$797K Buy
14,527
+830
+6% +$43.2K 0.26% 58
2020
Q1
$650K Buy
13,697
+1,000
+8% +$54.8K 0.27% 59
2019
Q4
$736K Buy
12,697
+297
+2% +$16.7K 0.29% 52
2019
Q3
$681K Sell
12,400
-445
-3% -$24.2K 0.31% 50
2019
Q2
$708K Sell
12,845
-630
-5% -$34K 0.34% 42
2019
Q1
$721K Sell
13,475
-1,522
-10% -$78.9K 0.4% 35
2018
Q4
$728K Buy
+14,997
New +$767K 0.49% 31

Other funds holding AOA

Cooper Financial Group's AOA Position: Q4 2021 in Review

Cooper Financial Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2021, closing a stake of 13,292 shares — an estimated $928K sold.

Cooper Financial Group first reported a position in AOA in Q4 2018 and held it in 12 quarters. The position peaked at $980K in Q2 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q4 2021.

  • Cooper Financial Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper Financial Group sold 13,292 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2021, an estimated $928K.
  • Cooper Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 12 quarters.
  • Cooper Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $980K in Q2 2021.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.