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Mirsky Financial Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mirsky Financial 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
2021
Q4 		$1.05M Buy
+14,450
New +$1.04M 0.43% 25

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirsky Financial Management's AOA Position: Q4 2021 in Review

Mirsky Financial Management opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2021: 14,450 shares worth $1.05M. The stake represents 0.43% of the portfolio and ranks #25 among its holdings.

248 funds tracked by Wall St. Rank hold AOA as of Q4 2021.

  • Mirsky Financial Management held 14,450 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.05M as of Q4 2021.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Mirsky Financial Management position in Q4 2021.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.43% of Mirsky Financial Management's portfolio in Q4 2021, its #25 holding.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.