Mezzasalma Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mezzasalma Advisors’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 Q2	–	Sell	-3,321	Closed	-$244K	–	78
2024 Q1	$244K	Sell	3,321 -1,862	-36%	-$131K	0.12%	89
2023 Q4	$358K	Sell	5,183 -93	-2%	-$6.06K	0.2%	57
2023 Q3	$335K	Sell	5,276 -45	-0.8%	-$2.96K	0.21%	57
2023 Q2	$353K	Sell	5,321 -50	-0.9%	-$3.22K	0.21%	57
2023 Q1	$342K	Sell	5,371 -28	-0.5%	-$1.75K	0.24%	58
2022 Q4	$323K	Sell	5,399 -45	-0.8%	-$2.66K	0.28%	58
2022 Q3	$302K	Sell	5,444 -37	-0.7%	-$2.25K	0.24%	56
2022 Q2	$328K	Sell	5,481 -40	-0.7%	-$2.55K	0.28%	56
2022 Q1	$381K	Sell	5,521 -68	-1%	-$4.7K	0.24%	56
2021 Q4	$407K	Sell	5,589 -105	-2%	-$7.57K	0.22%	59
2021 Q3	$397K	Sell	5,694 -5	-0.1%	-$356	0.22%	54
2021 Q2	$403K	Sell	5,699 -218	-4%	-$15.2K	0.22%	54
2021 Q1	$396K	Sell	5,917 -22	-0.4%	-$1.45K	0.25%	52
2020 Q4	$381K	Buy	+5,939	New	+$363K	0.24%	58

Other funds holding AOA

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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Mezzasalma Advisors's AOA Position: Q2 2024 in Review

Mezzasalma Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 3,321 shares — an estimated $244K sold.

Mezzasalma Advisors first reported a position in AOA in Q4 2020 and held it in 14 quarters. The position peaked at $407K in Q4 2021. 316 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

Mezzasalma Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
Mezzasalma Advisors sold 3,321 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $244K.
Mezzasalma Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 14 quarters.
Mezzasalma Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $407K in Q4 2021.
316 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.