Life Planning Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Life Planning Partners’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	-340	Closed	-$23.5K	–	71
2023 Q4	$23.5K	Buy	+340	New	+$22.2K	0.02%	130
2022 Q3	$51.9K	Hold	936	–	–	0.06%	88
2022 Q2	$56K	Hold	936	–	–	0.06%	84
2022 Q1	$64K	Buy	936 +596	+175%	+$41.2K	0.07%	79
2021 Q4	$25K	Buy	+340	New	+$24.5K	0.03%	108

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Life Planning Partners's AOA Position: Q1 2024 in Review

Life Planning Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 340 shares — an estimated $23.5K sold.

Life Planning Partners first reported a position in AOA in Q4 2021 and held it in 5 quarters. The position peaked at $64K in Q1 2022. 305 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

Life Planning Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 340 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $23.5K.
Life Planning Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $64K in Q1 2022.
305 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.