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Modern Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Modern Wealth 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
Q3 		– Sell
-3,693
Closed -$276K – 437
2024
Q2 		$276K Hold
3,693
– – 0.02% 325
2024
Q1 		$271K Buy
+3,693
New +$261K 0.03% 251

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Modern Wealth Management's AOA Position: Q3 2024 in Review

Modern Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 3,693 shares — an estimated $276K sold.

Modern Wealth Management first reported a position in AOA in Q1 2024 and held it in 2 quarters. The position peaked at $276K in Q2 2024. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

  • Modern Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 3,693 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $276K.
  • Modern Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and held it in 2 quarters.
  • Modern Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $276K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.