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

Jackson 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
2018
Q4 		– Sell
-30,346
Closed -$1.66M – 83
2018
Q3 		$1.66M Buy
30,346
+592
+2% +$32K 0.35% 68
2018
Q2 		$1.62M Buy
29,754
+3,101
+12% +$167K 0.38% 71
2018
Q1 		$1.42M Buy
26,653
+3,296
+14% +$180K 0.4% 74
2017
Q4 		$1.29M Buy
23,357
+1,101
+5% +$60.1K 0.33% 80
2017
Q3 		$1.2M Buy
22,256
+1,012
+5% +$53.1K 0.33% 70
2017
Q2 		$1.12M Buy
21,244
+4,295
+25% +$219K 0.35% 66
2017
Q1 		$842K Buy
16,949
+1,534
+10% +$75.1K 0.3% 65
2016
Q4 		$739K Buy
15,415
+77
+0.5% +$3.61K 0.29% 64
2016
Q3 		$718K Sell
15,338
-894
-6% -$42K 0.27% 64
2016
Q2 		$745K Buy
16,232
+991
+7% +$45.1K 0.28% 65
2016
Q1 		$677K Sell
15,241
-58
-0.4% -$2.5K 0.26% 63
2015
Q4 		$656K Buy
15,299
+576
+4% +$26.2K 0.26% 64
2015
Q3 		$642K Sell
14,723
-199
-1% -$9.12K 0.23% 83
2015
Q2 		$705K Buy
+14,922
New +$721K 0.24% 83

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Jackson Wealth Management's AOA Position: Q4 2018 in Review

Jackson Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2018, closing a stake of 30,346 shares — an estimated $1.66M sold.

Jackson Wealth Management first reported a position in AOA in Q2 2015 and held it in 14 quarters. The position peaked at $1.66M in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

  • Jackson Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 30,346 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $1.66M.
  • Jackson Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2015 and held it in 14 quarters.
  • Jackson Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.66M in Q3 2018.
  • 150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.