Investors Research Corp’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Investors Research Corp’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 Q2	–	Sell	-2	Closed	-$147	–	1057
2024 Q1	$147	Hold	2	–	–	﹤0.01%	1006
2023 Q4	$138	Hold	2	–	–	﹤0.01%	1036
2023 Q3	$127	Hold	2	–	–	﹤0.01%	1051
2023 Q2	$133	Hold	2	–	–	﹤0.01%	1063
2023 Q1	$127	Buy	+2	New	+$125	﹤0.01%	1098

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

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

PAMG

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

Investors Research Corp's AOA Position: Q2 2024 in Review

Investors Research Corp sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 2 shares — an estimated $147 sold.

Investors Research Corp first reported a position in AOA in Q1 2023 and held it in 5 quarters. The position peaked at $147 in Q1 2024. 315 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

Investors Research Corp reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
Investors Research Corp sold 2 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $147.
Investors Research Corp first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2023 and held it in 5 quarters.
Investors Research Corp's iShares Core 80/20 Aggressive Allocation ETF position peaked at $147 in Q1 2024.
315 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Investors Research Corp's 13F filing for Q2 2024, filed 31 Jul 2024.