Madrona Funds’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Madrona Funds’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
2019 Q3	$1.94M	Buy	+35,367	New	+$1.93M	1.43%	24

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

PAMG

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Madrona Funds's AOA Position: Q3 2019 in Review

Madrona Funds opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2019: 35,367 shares worth $1.94M. The stake represents 1.43% of the portfolio and ranks #24 among its holdings.

155 funds tracked by Wall St. Rank hold AOA as of Q3 2019.

Madrona Funds held 35,367 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.94M as of Q3 2019.
iShares Core 80/20 Aggressive Allocation ETF was a new Madrona Funds position in Q3 2019.
iShares Core 80/20 Aggressive Allocation ETF made up 1.43% of Madrona Funds's portfolio in Q3 2019, its #24 holding.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.