IWA
AOA icon

Icon Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Icon Wealth Advisors’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
Q1 		– Sell
-1,599
Closed -$110K – 464
2023
Q4 		$110K Buy
+1,599
New +$104K 0.01% 413

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Icon Wealth Advisors's AOA Position: Q1 2024 in Review

Icon Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 1,599 shares — an estimated $110K sold.

Icon Wealth Advisors first reported a position in AOA in Q4 2023 and held it in 1 quarter. The position peaked at $110K in Q4 2023. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

  • Icon Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,599 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $110K.
  • Icon Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Icon Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $110K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.