Integrated Investment Consultants’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Integrated Investment Consultants’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	-1,599	Closed	-$86K	–	194
2018 Q1	$86K	Buy	+1,599	New	+$87.3K	0.03%	345
2017 Q3	$112K	Hold	2,099	–	–	0.05%	275
2017 Q2	$109K	Buy	2,099 +115	+6%	+$5.87K	0.05%	276
2017 Q1	$99K	Buy	1,984 +382	+24%	+$18.7K	0.05%	293
2016 Q4	$76K	Hold	1,602	–	–	0.04%	329
2016 Q3	$75K	Hold	1,602	–	–	0.04%	327
2016 Q2	$73K	Buy	1,602 +325	+25%	+$14.8K	0.04%	334
2016 Q1	$57K	Buy	+1,277	New	+$55.1K	0.03%	338

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

Integrated Investment Consultants's AOA Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2018, closing a stake of 1,599 shares — an estimated $86K sold.

Integrated Investment Consultants first reported a position in AOA in Q1 2016 and held it in 8 quarters. The position peaked at $112K in Q3 2017. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2018.

Integrated Investment Consultants reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 1,599 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2018, an estimated $86K.
Integrated Investment Consultants first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's iShares Core 80/20 Aggressive Allocation ETF position peaked at $112K in Q3 2017.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.