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M Holdings Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

M Holdings Securities’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
2021
Q2 		– Sell
-5,825
Closed -$390K – 251
2021
Q1 		$390K Buy
+5,825
New +$385K 0.04% 335

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M Holdings Securities's AOA Position: Q2 2021 in Review

M Holdings Securities sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2021, closing a stake of 5,825 shares — an estimated $390K sold.

M Holdings Securities first reported a position in AOA in Q1 2021 and held it in 1 quarter. The position peaked at $390K in Q1 2021. 220 funds tracked by Wall St. Rank hold AOA as of Q2 2021.

  • M Holdings Securities reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • M Holdings Securities sold 5,825 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2021, an estimated $390K.
  • M Holdings Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and held it in 1 quarter.
  • M Holdings Securities's iShares Core 80/20 Aggressive Allocation ETF position peaked at $390K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.