RIA Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

RIA Advisory Group’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 Q1	$774K	Sell	10,542 -35,404	-77%	-$2.5M	0.31%	48
2023 Q4	$1.19M	Buy	45,946 +30,631	+200%	+$2M	0.5%	25
2023 Q3	$971K	Buy	15,315 +787	+5%	+$51.7K	0.43%	31
2023 Q2	$964K	Buy	14,528 +1,761	+14%	+$113K	0.41%	34
2023 Q1	$812K	Sell	12,767 -25	-0.2%	-$1.56K	0.37%	40
2022 Q4	$764K	Buy	+12,792	New	+$757K	0.44%	33

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RIA Advisory Group's AOA Position: Q1 2024 in Review

RIA Advisory Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 77% in Q1 2024, selling an estimated $2.5M and leaving 10,542 shares worth $774K. The position accounts for 0.31% of the portfolio, ranked #48.

RIA Advisory Group first reported a position in AOA in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2023. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

RIA Advisory Group held 10,542 shares of iShares Core 80/20 Aggressive Allocation ETF worth $774K as of Q1 2024.
RIA Advisory Group sold 35,404 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $2.5M.
iShares Core 80/20 Aggressive Allocation ETF made up 0.31% of RIA Advisory Group's portfolio in Q1 2024, its #48 holding.
RIA Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 6 quarters since.
RIA Advisory Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.19M in Q4 2023.
304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.