Ironwood Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-52	Closed	-$4K	–	141
2021 Q3	$4K	Hold	52	–	–	﹤0.01%	444
2021 Q2	$4K	Hold	52	–	–	﹤0.01%	441
2021 Q1	$3K	Hold	52	–	–	﹤0.01%	441
2020 Q4	$3K	Hold	52	–	–	﹤0.01%	404
2020 Q3	$3K	Hold	52	–	–	﹤0.01%	356
2020 Q2	$3K	Hold	52	–	–	﹤0.01%	338
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	307
2019 Q4	$3K	Hold	52	–	–	﹤0.01%	327
2019 Q3	$3K	Hold	52	–	–	﹤0.01%	329
2019 Q2	$3K	Hold	52	–	–	﹤0.01%	330
2019 Q1	$3K	Hold	52	–	–	﹤0.01%	327
2018 Q4	$3K	Hold	52	–	–	﹤0.01%	321
2018 Q3	$3K	Hold	52	–	–	﹤0.01%	317
2018 Q2	$3K	Hold	52	–	–	﹤0.01%	246
2018 Q1	$3K	Hold	52	–	–	﹤0.01%	220
2017 Q4	$3K	Hold	52	–	–	﹤0.01%	221
2017 Q3	$3K	Hold	52	–	–	﹤0.01%	231
2017 Q2	$3K	Hold	52	–	–	﹤0.01%	225
2017 Q1	$3K	Buy	52 +4	+8%	+$196	﹤0.01%	224
2016 Q4	$2K	Hold	48	–	–	﹤0.01%	237
2016 Q3	$2K	Hold	48	–	–	﹤0.01%	239
2016 Q2	$2K	Buy	48 +2	+4%	+$91	﹤0.01%	242
2016 Q1	$2K	Buy	+46	New	+$1.99K	﹤0.01%	242
2015 Q3	$2K	Hold	46	–	–	﹤0.01%	321
2015 Q2	$2K	Hold	46	–	–	﹤0.01%	290
2015 Q1	$2K	Buy	46 +11	+31%	+$516	﹤0.01%	288
2014 Q4	$2K	Buy	+35	New	+$1.61K	﹤0.01%	248

Other funds holding AOA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Ironwood Financial's AOA Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2021, closing a stake of 52 shares — an estimated $4K sold.

Ironwood Financial first reported a position in AOA in Q4 2014 and held it in 27 quarters. The position peaked at $4K in Q3 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q4 2021.

Ironwood Financial reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 52 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2021, an estimated $4K.
Ironwood Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4K in Q3 2021.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.