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IAG Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

IAG Wealth Partners’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
Q3 		– Sell
-204
Closed -$12K – 431
2022
Q2 		$12K Buy
+204
New +$13K ﹤0.01% 252

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAG Wealth Partners's AOA Position: Q3 2022 in Review

IAG Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 204 shares — an estimated $12K sold.

IAG Wealth Partners first reported a position in AOA in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

  • IAG Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 204 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $12K.
  • IAG Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and held it in 1 quarter.
  • IAG Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $12K in Q2 2022.
  • 234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on IAG Wealth Partners's 13F filing for Q3 2022, filed 26 Oct 2022.