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Kowal Investment Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Kowal Investment Group’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
2024
Q1 		– Sell
-3,354
Closed -$232K – 179
2023
Q4 		$232K Buy
+3,354
New +$219K 0.05% 150
2023
Q1 		– Sell
-17,682
Closed -$1.06M – 155
2022
Q4 		$1.06M Buy
+17,682
New +$1.05M 0.32% 40

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kowal Investment Group's AOA Position: Q1 2024 in Review

Kowal Investment Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 3,354 shares — an estimated $232K sold.

Kowal Investment Group first reported a position in AOA in Q4 2022 and held it in 2 quarters. The position peaked at $1.06M in Q4 2022. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

  • Kowal Investment Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Kowal Investment Group sold 3,354 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $232K.
  • Kowal Investment Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 2 quarters.
  • Kowal Investment Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.06M in Q4 2022.
  • 304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Kowal Investment Group's 13F filing for Q1 2024, filed 18 Apr 2024.