IHT Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-100	Closed	-$5K	–	459
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	1328
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	1319
2017 Q3	$5K	Sell	100 -2,532	-96%	-$133K	﹤0.01%	1081
2017 Q2	$5	Buy	2,632 +2,057	+358%	+$105K	﹤0.01%	1089
2017 Q1	$39K	Buy	575 +475	+475%	+$23.2K	0.03%	479
2016 Q4	$5K	Buy	+100	New	+$4.69K	﹤0.01%	903

Other funds holding AOA

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PAMG

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

IHT Wealth Management's AOA Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in AOA in Q4 2016 and held it in 6 quarters. The position peaked at $39K in Q1 2017. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2018.

IHT Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 100 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2018, an estimated $5K.
IHT Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $39K in Q1 2017.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.