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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-123	Closed	-$9.2K	–	319
2024 Q2	$9.2K	Hold	123	–	–	﹤0.01%	543
2024 Q1	$9.04K	Buy	+123	New	+$8.68K	﹤0.01%	556
2023 Q4	–	Sell	-123	Closed	-$7.81K	–	312
2023 Q3	$7.81K	Sell	123 -165	-57%	-$10.8K	0.01%	434
2023 Q2	$19.1K	Buy	288 +1	+0.3%	+$64	0.01%	348
2023 Q1	$18.3K	Hold	287	–	–	0.01%	346
2022 Q4	$17.2K	Buy	+287	New	+$17K	0.01%	545

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Register Financial Advisors's AOA Position: Q3 2024 in Review

Register Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 123 shares — an estimated $9.2K sold.

Register Financial Advisors first reported a position in AOA in Q4 2022 and held it in 6 quarters. The position peaked at $19.1K in Q2 2023. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

Register Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 123 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $9.2K.
Register Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $19.1K in Q2 2023.
318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.