Gradient Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Gradient Investments’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 Q3	–	Sell	-509	Closed	-$38.1K	–	342
2024 Q2	$38.1K	Buy	+509	New	+$37.2K	﹤0.01%	533
2022 Q4	–	Sell	-100	Closed	-$6K	–	1508
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	899
2022 Q2	$6K	Buy	+100	New	+$6.37K	﹤0.01%	858
2018 Q4	–	Sell	-577	Closed	-$32K	–	924
2018 Q3	$32K	Hold	577	–	–	﹤0.01%	417
2018 Q2	$31K	Hold	577	–	–	﹤0.01%	408
2018 Q1	$31K	Hold	577	–	–	﹤0.01%	408
2017 Q4	$31K	Buy	+577	New	+$31.5K	﹤0.01%	412

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's AOA Position: Q3 2024 in Review

Gradient Investments sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 509 shares — an estimated $38.1K sold.

Gradient Investments first reported a position in AOA in Q4 2017 and held it in 7 quarters. The position peaked at $38.1K in Q2 2024. 319 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

Gradient Investments reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 509 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $38.1K.
Gradient Investments first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 7 quarters.
Gradient Investments's iShares Core 80/20 Aggressive Allocation ETF position peaked at $38.1K in Q2 2024.
319 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.