O'Dell Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

O'Dell Group’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 Q1	–	Sell	-592	Closed	-$40.9K	–	111
2023 Q4	$40.9K	Buy	+592	New	+$38.6K	0.01%	225
2023 Q3	–	Sell	-589	Closed	-$39.1K	–	100
2023 Q2	$39.1K	Buy	+589	New	+$37.9K	0.01%	216
2022 Q4	–	Sell	-582	Closed	-$32K	–	93
2022 Q3	$32K	Buy	582 +5	+0.9%	+$304	0.01%	180
2022 Q2	$35K	Buy	577 +1	+0.2%	+$64	0.01%	181
2022 Q1	$40K	Hold	576	–	–	0.01%	196
2021 Q4	$42K	Buy	576 +6	+1%	+$432	0.01%	184
2021 Q3	$40K	Buy	+570	New	+$40.6K	0.01%	174

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

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

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

LIA

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

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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

O'Dell Group's AOA Position: Q1 2024 in Review

O'Dell Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 592 shares — an estimated $40.9K sold.

O'Dell Group first reported a position in AOA in Q3 2021 and held it in 7 quarters. The position peaked at $42K in Q4 2021. 305 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

O'Dell Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 592 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $40.9K.
O'Dell Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $42K in Q4 2021.
305 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.