Horan Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Horan Securities’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 Q3	–	Sell	-148	Closed	-$9.81K	–	129
2023 Q2	$9.81K	Buy	148 +1	+0.7%	+$64	﹤0.01%	391
2023 Q1	$9.38K	Hold	147	–	–	﹤0.01%	389
2022 Q4	$8.81K	Buy	147 +1	+0.7%	+$59	0.01%	385
2022 Q3	$8K	Hold	146	–	–	﹤0.01%	365
2022 Q2	$9K	Buy	146 +2	+1%	+$127	0.01%	336
2022 Q1	$10K	Hold	144	–	–	0.01%	319
2021 Q4	$11K	Buy	+144	New	+$10.4K	0.01%	307
2021 Q2	$9K	Hold	128	–	–	0.01%	314
2021 Q1	$9K	Buy	128 +10	+8%	+$660	0.01%	281
2020 Q4	$8K	Buy	118 +1	+0.9%	+$61	0.01%	276
2020 Q3	$7K	Buy	+117	New	+$6.75K	0.01%	236

Other funds holding AOA

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

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

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

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

LIA

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

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

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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

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

Horan Securities's AOA Position: Q3 2023 in Review

Horan Securities sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2023, closing a stake of 148 shares — an estimated $9.81K sold.

Horan Securities first reported a position in AOA in Q3 2020 and held it in 11 quarters. The position peaked at $11K in Q4 2021. 275 funds tracked by Wall St. Rank hold AOA as of Q3 2023.

Horan Securities reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 148 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2023, an estimated $9.81K.
Horan Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and held it in 11 quarters.
Horan Securities's iShares Core 80/20 Aggressive Allocation ETF position peaked at $11K in Q4 2021.
275 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.