IWP
AOA icon

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

Icon 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
2019
Q2 		– Sell
-10
Closed -$1K – 200
2019
Q1 		$1K Buy
+10
New +$518 ﹤0.01% 851

Other funds holding AOA

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Icon Wealth Partners's AOA Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in AOA in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 161 funds tracked by Wall St. Rank hold AOA as of Q2 2019.

  • Icon Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 10 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2019, an estimated $1K.
  • Icon Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1K in Q1 2019.
  • 161 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.