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Professional Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-1,880
Closed -$104K – 94
2022
Q3 		$104K Buy
1,880
+15
+0.8% +$912 0.06% 100
2022
Q2 		$112K Sell
1,865
-152
-8% -$9.68K 0.06% 104
2022
Q1 		$139K Buy
2,017
+67
+3% +$4.63K 0.06% 90
2021
Q4 		$142K Buy
1,950
+18
+0.9% +$1.3K 0.06% 116
2021
Q3 		$135K Buy
1,932
+38
+2% +$2.71K 0.08% 99
2021
Q2 		$134K Buy
1,894
+3
+0.2% +$209 0.07% 103
2021
Q1 		$127K Buy
1,891
+106
+6% +$7K 0.08% 99
2020
Q4 		$115K Buy
1,785
+881
+97% +$53.9K 0.09% 97
2020
Q3 		$51K Buy
+904
New +$52.1K 0.05% 117
2020
Q1 		– Sell
-22,837
Closed -$1.32M – 51
2019
Q4 		$1.32M Buy
+22,837
New +$1.29M 1.26% 24

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return