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Fernwood Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-153
Closed -$11.2K – 222
2024
Q1 		$11.2K Buy
+153
New +$10.8K ﹤0.01% 551

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Fernwood Investment Management's AOA Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 153 shares — an estimated $11.2K sold.

Fernwood Investment Management first reported a position in AOA in Q1 2024 and held it in 1 quarter. The position peaked at $11.2K in Q1 2024. 315 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 153 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $11.2K.
  • Fernwood Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $11.2K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.