GW
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GW & Wade’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

GW & Wade’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
Q4 		$364K Buy
+5,270
New +$343K 0.01% 327
2023
Q3 		– Sell
-3,105
Closed -$206K – 404
2023
Q2 		$206K Buy
+3,105
New +$200K 0.01% 363

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GW & Wade's AOA Position: Q4 2023 in Review

GW & Wade opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023: 5,270 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: GW & Wade previously reported a position in AOA as recently as Q2 2023.

GW & Wade first reported a position in AOA in Q2 2023 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

  • GW & Wade held 5,270 shares of iShares Core 80/20 Aggressive Allocation ETF worth $364K as of Q4 2023.
  • iShares Core 80/20 Aggressive Allocation ETF was a new GW & Wade position in Q4 2023.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of GW & Wade's portfolio in Q4 2023, its #327 holding.
  • GW & Wade first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.