Heritage Wealth Management (Arizona)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$29.9K	Buy	500 +250	+100%	+$14.8K	﹤0.01%	583
2022 Q3	$14K	Hold	250	–	–	﹤0.01%	596
2022 Q2	$15K	Sell	250 -1,769	-88%	-$113K	0.01%	596
2022 Q1	$139K	Buy	+2,019	New	+$140K	0.04%	330
2021 Q3	$74K	Buy	1,064 +118	+12%	+$8.4K	0.03%	393
2021 Q2	$67K	Sell	946 -39	-4%	-$2.71K	0.03%	409
2021 Q1	$66K	Buy	+985	New	+$65.1K	0.04%	321

Other funds holding AOA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s AOA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 100% in Q4 2022, buying an estimated $14.8K and bringing the position to 500 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Heritage Wealth Management (Arizona) first reported a position in AOA in Q1 2021 and has held it in 7 quarters since. The position peaked at $139K in Q1 2022. 269 funds tracked by Wall St. Rank hold AOA as of Q4 2022.

Heritage Wealth Management (Arizona) held 500 shares of iShares Core 80/20 Aggressive Allocation ETF worth $29.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 250 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2022, an estimated $14.8K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #583 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $139K in Q1 2022.
269 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.