Macroview Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-440	Closed	-$34.7K	–	106
2024 Q3	$34.7K	Buy	440 +3	+0.7%	+$228	0.03%	145
2024 Q2	$32.7K	Buy	437 +1	+0.2%	+$73	0.03%	146
2024 Q1	$32K	Buy	436 +56	+15%	+$3.95K	0.04%	156
2023 Q4	$26.2K	Buy	380 +5	+1%	+$326	0.03%	167
2023 Q3	$23.8K	Hold	375	–	–	0.03%	153
2023 Q2	$24.9K	Hold	375	–	–	0.04%	118
2023 Q1	$23.8K	Hold	375	–	–	0.04%	125
2022 Q4	$22.4K	Hold	375	–	–	0.04%	127
2022 Q3	$21K	Hold	375	–	–	0.04%	117
2022 Q2	$22K	Hold	375	–	–	0.04%	126
2022 Q1	$26K	Buy	375 +155	+70%	+$10.7K	0.04%	124
2021 Q4	$16K	Hold	220	–	–	0.02%	206
2021 Q3	$15K	Hold	220	–	–	0.02%	137
2021 Q2	$16K	Hold	220	–	–	0.02%	157
2021 Q1	$15K	Sell	220 -99	-31%	-$6.54K	0.02%	139
2020 Q4	$20K	Hold	319	–	–	0.03%	116
2020 Q3	$19K	Sell	319 -315	-50%	-$18.2K	0.03%	114
2020 Q2	$35K	Buy	+634	New	+$33K	0.07%	86

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Macroview Investment Management's AOA Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 440 shares — an estimated $34.7K sold.

Macroview Investment Management first reported a position in AOA in Q2 2020 and held it in 18 quarters. The position peaked at $35K in Q2 2020. 347 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

Macroview Investment Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 440 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $34.7K.
Macroview Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2020 and held it in 18 quarters.
Macroview Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $35K in Q2 2020.
347 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.