Koshinski Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Koshinski Asset 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 Q3	–	Sell	-3,195	Closed	-$212K	–	573
2023 Q2	$212K	Sell	3,195 -180	-5%	-$11.6K	0.02%	547
2023 Q1	$215K	Sell	3,375 -277	-8%	-$17.3K	0.02%	515
2022 Q4	$218K	Buy	3,652 +31	+0.9%	+$1.83K	0.02%	548
2022 Q3	$201K	Buy	3,621 +28	+0.8%	+$1.7K	0.02%	499
2022 Q2	$215K	Sell	3,593 -312	-8%	-$19.9K	0.02%	536
2022 Q1	$269K	Buy	3,905 +320	+9%	+$22.1K	0.02%	500
2021 Q4	$261K	Buy	3,585 +33	+0.9%	+$2.38K	0.02%	545
2021 Q3	$248K	Buy	3,552 +335	+10%	+$23.9K	0.02%	549
2021 Q2	$227K	Buy	+3,217	New	+$224K	0.03%	507

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

Waterloo Capital Austin, Texas $1.42B 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

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

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

PAMG

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

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

Koshinski Asset Management's AOA Position: Q3 2023 in Review

Koshinski Asset Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2023, closing a stake of 3,195 shares — an estimated $212K sold.

Koshinski Asset Management first reported a position in AOA in Q2 2021 and held it in 9 quarters. The position peaked at $269K in Q1 2022. 275 funds tracked by Wall St. Rank hold AOA as of Q3 2023.

Koshinski Asset Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2023 after selling out during the quarter.
Koshinski Asset Management sold 3,195 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2023, an estimated $212K.
Koshinski Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2021 and held it in 9 quarters.
Koshinski Asset Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $269K in Q1 2022.
275 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2023.

Based on Koshinski Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.