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

Kiley Juergens 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	-120	Closed	–	–	71
2018 Q3	$0	Hold	120	–	–	﹤0.01%	633
2018 Q2	$0	Buy	+120	New	+$6.46K	﹤0.01%	573
2018 Q1	–	Sell	-120	Closed	–	–	110
2017 Q4	$0	Buy	+120	New	+$6.55K	﹤0.01%	665

Other funds holding AOA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

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

Kiley Juergens Wealth Management's AOA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2018, closing a stake of 120 shares.

Kiley Juergens Wealth Management first reported a position in AOA in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 120 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018.
Kiley Juergens Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $0 in Q3 2018.
150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.