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

OptiFour Integrated 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
2019 Q4	$535K	Hold	9,223	–	–	0.37%	37
2019 Q3	$507K	Hold	9,223	–	–	0.36%	38
2019 Q2	$509K	Hold	9,223	–	–	0.36%	40
2019 Q1	$494K	Hold	9,223	–	–	0.4%	26
2018 Q4	$448K	Hold	9,223	–	–	0.41%	25
2018 Q3	$504K	Hold	9,223	–	–	0.42%	30
2018 Q2	$493K	Hold	9,223	–	–	0.43%	28
2018 Q1	$493K	Hold	9,223	–	–	0.41%	32
2017 Q4	$497K	Buy	+9,223	New	+$504K	0.42%	33

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAMG

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

OptiFour Integrated Wealth Management's AOA Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q4 2019 at 9,223 shares worth $535K. The position accounts for 0.37% of the portfolio, ranked #37.

OptiFour Integrated Wealth Management first reported a position in AOA in Q4 2017 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold AOA as of Q4 2019.

OptiFour Integrated Wealth Management held 9,223 shares of iShares Core 80/20 Aggressive Allocation ETF worth $535K as of Q4 2019.
OptiFour Integrated Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q4 2019.
iShares Core 80/20 Aggressive Allocation ETF made up 0.37% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #37 holding.
OptiFour Integrated Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and has held it in 9 quarters since.
189 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.