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Impact Partnership Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-100
Closed -$6.35K – 845
2023
Q3 		$6.35K Buy
+100
New +$6.57K ﹤0.01% 657

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Impact Partnership Wealth's AOA Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 100 shares — an estimated $6.35K sold.

Impact Partnership Wealth first reported a position in AOA in Q3 2023 and held it in 1 quarter. The position peaked at $6.35K in Q3 2023. 307 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $6.35K.
  • Impact Partnership Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.35K in Q3 2023.
  • 307 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.