LifePlan Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

LifePlan Financial 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
2020 Q3	$61K	Buy	1,049 +4	+0.4%	+$231	0.03%	231
2020 Q2	$57K	Buy	1,045 +2	+0.2%	+$104	0.03%	232
2020 Q1	$50K	Hold	1,043	–	–	0.03%	222
2019 Q4	$60K	Buy	1,043 +656	+170%	+$37K	0.03%	224
2019 Q3	$21K	Buy	387 +4	+1%	+$218	0.01%	341
2019 Q2	$21K	Buy	383 +5	+1%	+$270	0.01%	334
2019 Q1	$20K	Sell	378 -76	-17%	-$3.94K	0.01%	345
2018 Q4	$22K	Sell	454 -750	-62%	-$38.3K	0.01%	318
2018 Q3	$66K	Buy	1,204 +38	+3%	+$2.06K	0.04%	224
2018 Q2	$62K	Buy	1,166 +93	+9%	+$5.01K	0.03%	220
2018 Q1	$57K	Buy	+1,073	New	+$58.6K	0.03%	215

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

PAMG

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

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

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

LifePlan Financial Group's AOA Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.38% in Q3 2020, buying an estimated $231 and bringing the position to 1,049 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #231.

LifePlan Financial Group first reported a position in AOA in Q1 2018 and has held it in 11 quarters since. The position peaked at $66K in Q3 2018. 177 funds tracked by Wall St. Rank hold AOA as of Q3 2020.

LifePlan Financial Group held 1,049 shares of iShares Core 80/20 Aggressive Allocation ETF worth $61K as of Q3 2020.
LifePlan Financial Group bought 4 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2020, an estimated $231.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #231 holding.
LifePlan Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $66K in Q3 2018.
177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.