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

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-86	Closed	-$5.94K	–	155
2023 Q4	$5.94K	Hold	86	–	–	﹤0.01%	324
2023 Q3	$5.46K	Hold	86	–	–	﹤0.01%	332
2023 Q2	$5.71K	Buy	+86	New	+$5.53K	﹤0.01%	333
2022 Q3	–	Sell	-178	Closed	-$11K	–	151
2022 Q2	$11K	Hold	178	–	–	﹤0.01%	273
2022 Q1	$12K	Hold	178	–	–	﹤0.01%	298
2021 Q4	$13K	Hold	178	–	–	﹤0.01%	285
2021 Q3	$12K	Hold	178	–	–	﹤0.01%	296
2021 Q2	$13K	Sell	178 -32	-15%	-$2.23K	﹤0.01%	273
2021 Q1	$14K	Buy	210 +32	+18%	+$2.11K	0.01%	276
2020 Q4	$11K	Buy	178 +92	+107%	+$5.62K	﹤0.01%	266
2020 Q3	$5K	Sell	86 -500	-85%	-$28.8K	﹤0.01%	324
2020 Q2	$32K	Hold	586	–	–	0.01%	224
2020 Q1	$28K	Hold	586	–	–	0.01%	218
2019 Q4	$34K	Sell	586 -12	-2%	-$676	0.01%	212
2019 Q3	$33K	Sell	598 -245	-29%	-$13.3K	0.02%	202
2019 Q2	$47K	Sell	843 -86	-9%	-$4.65K	0.02%	175
2019 Q1	$50K	Hold	929	–	–	0.03%	205
2018 Q4	$45K	Buy	+929	New	+$47.5K	0.03%	223

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's AOA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 86 shares — an estimated $5.94K sold.

Global Wealth Management Investment Advisory first reported a position in AOA in Q4 2018 and held it in 18 quarters. The position peaked at $50K in Q1 2019. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 86 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $5.94K.
Global Wealth Management Investment Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $50K in Q1 2019.
304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.