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McKinley Carter Wealth Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

McKinley Carter Wealth Services’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
-10,986
Closed -$867K – 292
2024
Q3 		$867K Buy
10,986
+915
+9% +$69.5K 0.05% 172
2024
Q2 		$753K Buy
10,071
+266
+3% +$19.4K 0.05% 177
2024
Q1 		$720K Sell
9,805
-863
-8% -$60.9K 0.05% 177
2023
Q4 		$737K Buy
10,668
+32
+0.3% +$2.08K 0.05% 167
2023
Q3 		$675K Buy
10,636
+317
+3% +$20.8K 0.05% 172
2023
Q2 		$685K Buy
10,319
+222
+2% +$14.3K 0.05% 179
2023
Q1 		$642K Buy
10,097
+16
+0.2% +$999 0.05% 184
2022
Q4 		$602K Sell
10,081
-98
-1% -$5.8K 0.05% 182
2022
Q3 		$564K Sell
10,179
-3,036
-23% -$184K 0.05% 176
2022
Q2 		$791K Sell
13,215
-125
-0.9% -$7.96K 0.07% 153
2022
Q1 		$920K Buy
13,340
+36
+0.3% +$2.49K 0.07% 151
2021
Q4 		$969K Sell
13,304
-48
-0.4% -$3.46K 0.07% 144
2021
Q3 		$932K Sell
13,352
-513
-4% -$36.5K 0.08% 145
2021
Q2 		$980K Buy
13,865
+481
+4% +$33.5K 0.08% 143
2021
Q1 		$896K Buy
+13,384
New +$884K 0.08% 149
2014
Q1 		– Sell
-4,639
Closed -$207K – 97
2013
Q4 		$207K Buy
+4,639
New +$201K 0.2% 108

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

McKinley Carter Wealth Services's AOA Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 10,986 shares — an estimated $867K sold.

McKinley Carter Wealth Services first reported a position in AOA in Q4 2013 and held it in 16 quarters. The position peaked at $980K in Q2 2021. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

  • McKinley Carter Wealth Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 10,986 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $867K.
  • McKinley Carter Wealth Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2013 and held it in 16 quarters.
  • McKinley Carter Wealth Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $980K in Q2 2021.
  • 345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.