One Advisory Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

One Advisory Partners’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	-2,542	Closed	-$201K	–	46
2024 Q3	$201K	Buy	+2,542	New	+$193K	0.09%	46
2024 Q1	–	Sell	-3,229	Closed	-$223K	–	44
2023 Q4	$223K	Sell	3,229 -4	-0.1%	-$261	0.12%	41
2023 Q3	$205K	Sell	3,233 -559	-15%	-$36.7K	0.12%	43
2023 Q2	$252K	Buy	3,792 +164	+5%	+$10.6K	0.14%	36
2023 Q1	$231K	Buy	+3,628	New	+$227K	0.14%	39
2021 Q3	–	Sell	-3,029	Closed	-$214K	–	29
2021 Q2	$214K	Sell	3,029 -34	-1%	-$2.37K	0.13%	29
2021 Q1	$205K	Buy	+3,063	New	+$202K	0.13%	28
2020 Q4	–	Sell	-3,519	Closed	-$204K	–	27
2020 Q3	$204K	Buy	+3,519	New	+$203K	0.15%	27

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

One Advisory Partners's AOA Position: Q4 2024 in Review

One Advisory Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 2,542 shares — an estimated $201K sold.

One Advisory Partners first reported a position in AOA in Q3 2020 and held it in 8 quarters. The position peaked at $252K in Q2 2023. 347 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

One Advisory Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
One Advisory Partners sold 2,542 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $201K.
One Advisory Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and held it in 8 quarters.
One Advisory Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $252K in Q2 2023.
347 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on One Advisory Partners's 13F filing for Q4 2024, filed 21 Jan 2025.