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Realta Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-3,085
Closed -$231K – 372
2024
Q2 		$231K Buy
3,085
+300
+11% +$21.9K 0.05% 363
2024
Q1 		$205K Buy
+2,785
New +$197K 0.04% 400
2023
Q4 		– Sell
-2,787
Closed -$185K – 451
2023
Q3 		$185K Hold
2,787
– – 0.04% 391
2023
Q2 		$185K Buy
+2,787
New +$179K 0.04% 405
2023
Q1 		– Sell
-3,309
Closed -$198K – 435
2022
Q4 		$198K Buy
3,309
+9
+0.3% +$533 0.05% 395
2022
Q3 		$183K Buy
+3,300
New +$201K 0.05% 372
2022
Q1 		– Sell
-2,875
Closed -$209K – 429
2021
Q4 		$209K Buy
2,875
+9
+0.3% +$649 0.05% 390
2021
Q3 		$200K Buy
+2,866
New +$204K 0.05% 389
2020
Q3 		– Sell
-11,827
Closed -$649K – 320
2020
Q2 		$649K Sell
11,827
-63
-0.5% -$3.28K 0.21% 118
2020
Q1 		$564K Buy
11,890
+337
+3% +$18.5K 0.24% 113
2019
Q4 		$658K Buy
11,553
+46
+0.4% +$2.59K 0.18% 143
2019
Q3 		$631K Sell
11,507
-629
-5% -$34.3K 0.17% 135
2019
Q2 		$669K Sell
12,136
-1,303
-10% -$70.4K 0.19% 137
2019
Q1 		$718K Buy
+13,439
New +$697K 0.33% 86

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's AOA Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 3,085 shares — an estimated $231K sold.

Realta Investment Advisors first reported a position in AOA in Q1 2019 and held it in 14 quarters. The position peaked at $718K in Q1 2019. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 3,085 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $231K.
  • Realta Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and held it in 14 quarters.
  • Realta Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $718K in Q1 2019.
  • 318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.