Personal Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Personal Wealth 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
2021 Q3	–	Sell	-164	Closed	-$12K	–	95
2021 Q2	$12K	Buy	+164	New	+$11.4K	﹤0.01%	252
2020 Q1	–	Sell	-2,049	Closed	-$119K	–	91
2019 Q4	$119K	Sell	2,049 -1,662	-45%	-$93.7K	0.05%	96
2019 Q3	$204K	Buy	+3,711	New	+$202K	0.09%	64

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

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

LIA

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

PAMG

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

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

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

Personal Wealth Partners's AOA Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2021, closing a stake of 164 shares — an estimated $12K sold.

Personal Wealth Partners first reported a position in AOA in Q3 2019 and held it in 3 quarters. The position peaked at $204K in Q3 2019. 218 funds tracked by Wall St. Rank hold AOA as of Q3 2021.

Personal Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 164 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2021, an estimated $12K.
Personal Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2019 and held it in 3 quarters.
Personal Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $204K in Q3 2019.
218 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.