Sargent Bickham Lagudis’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sargent Bickham Lagudis’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	$425K	Hold	7,112	–	–	0.03%	200
2022 Q3	$394K	Hold	7,112	–	–	0.04%	188
2022 Q2	$426K	Hold	7,112	–	–	0.04%	189
2022 Q1	$490K	Hold	7,112	–	–	0.04%	184
2021 Q4	$518K	Hold	7,112	–	–	0.04%	174
2021 Q3	$496K	Hold	7,112	–	–	0.04%	169
2021 Q2	$502K	Hold	7,112	–	–	0.04%	170
2021 Q1	$476K	Hold	7,112	–	–	0.04%	165
2020 Q4	$456K	Hold	7,112	–	–	0.04%	169
2020 Q3	$412K	Hold	7,112	–	–	0.04%	158
2020 Q2	$390K	Hold	7,112	–	–	0.04%	150
2020 Q1	$338K	Hold	7,112	–	–	0.04%	163
2019 Q4	$412K	Hold	7,112	–	–	0.05%	155
2019 Q3	$391K	Hold	7,112	–	–	0.05%	148
2019 Q2	$392K	Hold	7,112	–	–	0.05%	153
2019 Q1	$381K	Hold	7,112	–	–	0.04%	166
2018 Q4	$345K	Hold	7,112	–	–	0.04%	159
2018 Q3	$389K	Hold	7,112	–	–	0.05%	152
2018 Q2	$380K	Hold	7,112	–	–	0.05%	152
2018 Q1	$380K	Hold	7,112	–	–	0.05%	150
2017 Q4	$383K	Hold	7,112	–	–	0.05%	153
2017 Q3	$381K	Hold	7,112	–	–	0.05%	161
2017 Q2	$368K	Hold	7,112	–	–	0.05%	158
2017 Q1	$355K	Hold	7,112	–	–	0.05%	160
2016 Q4	$336K	Hold	7,112	–	–	0.05%	153
2016 Q3	$338K	Hold	7,112	–	–	0.05%	156
2016 Q2	$326K	Hold	7,112	–	–	0.05%	160
2016 Q1	$322K	Buy	+7,112	New	+$307K	0.05%	161

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's AOA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q4 2022 at 7,112 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #200.

Sargent Bickham Lagudis first reported a position in AOA in Q1 2016 and has held it in 28 quarters since. The position peaked at $518K in Q4 2021. 270 funds tracked by Wall St. Rank hold AOA as of Q4 2022.

Sargent Bickham Lagudis held 7,112 shares of iShares Core 80/20 Aggressive Allocation ETF worth $425K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q4 2022.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #200 holding.
Sargent Bickham Lagudis first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares Core 80/20 Aggressive Allocation ETF position peaked at $518K in Q4 2021.
270 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.