Householder Group Estate & Retirement Specialist’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-8	Closed	–	–	564
2024 Q3	$0	Buy	+8	New	+$608	﹤0.01%	1148
2024 Q2	–	Sell	-8	Closed	-$588	–	1183
2024 Q1	$588	Hold	8	–	–	﹤0.01%	1148
2023 Q4	$0	Hold	8	–	–	﹤0.01%	1113
2023 Q3	$508	Buy	+8	New	+$526	﹤0.01%	1187
2023 Q1	$1K	Buy	+8	New	+$500	﹤0.01%	1119
2022 Q4	–	Sell	-48	Closed	-$2K	–	371
2022 Q3	$2K	Buy	+48	New	+$2.92K	﹤0.01%	947

Other funds holding AOA

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Householder Group Estate & Retirement Specialist's AOA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 8 shares.

Householder Group Estate & Retirement Specialist first reported a position in AOA in Q3 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 8 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2K in Q3 2022.
345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.