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

J. Arnold 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
2023 Q1	–	Sell	-1,777	Closed	-$106K	–	60
2022 Q4	$106K	Buy	+1,777	New	+$105K	0.05%	47
2021 Q3	–	Sell	-424	Closed	-$30K	–	66
2021 Q2	$30K	Hold	424	–	–	0.01%	71
2021 Q1	$28K	Sell	424 -4,186	-91%	-$276K	0.02%	65
2020 Q4	$296K	Sell	4,610 -340	-7%	-$20.8K	0.17%	38
2020 Q3	$287K	Sell	4,950 -9,550	-66%	-$551K	0.21%	24
2020 Q2	$796K	Buy	14,500 +14,473	+53,604%	+$753K	0.67%	13
2020 Q1	$1K	Sell	27 -2,464	-99%	-$135K	﹤0.01%	34
2019 Q4	$144K	Buy	+2,491	New	+$140K	0.18%	55

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

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

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAMG

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

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

J. Arnold Wealth Management's AOA Position: Q1 2023 in Review

J. Arnold Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 1,777 shares — an estimated $106K sold.

J. Arnold Wealth Management first reported a position in AOA in Q4 2019 and held it in 8 quarters. The position peaked at $796K in Q2 2020. 253 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

J. Arnold Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 1,777 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $106K.
J. Arnold Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 8 quarters.
J. Arnold Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $796K in Q2 2020.
253 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on J. Arnold Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.