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

SBK Financial’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	$245K	Buy	4,106 +15	+0.4%	+$888	0.39%	58
2022 Q3	$227K	Buy	4,091 +35	+0.9%	+$2.13K	0.35%	59
2022 Q2	$243K	Buy	4,056 +10	+0.2%	+$636	0.32%	62
2022 Q1	$279K	Hold	4,046	–	–	0.28%	61
2021 Q4	$295K	Buy	+4,046	New	+$292K	0.24%	63

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

SBK Financial's AOA Position: Q4 2022 in Review

SBK Financial increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.37% in Q4 2022, buying an estimated $888 and bringing the position to 4,106 shares worth $245K. The position accounts for 0.39% of the portfolio, ranked #58.

SBK Financial first reported a position in AOA in Q4 2021 and has held it in 5 quarters since. The position peaked at $295K in Q4 2021. 270 funds tracked by Wall St. Rank hold AOA as of Q4 2022.

SBK Financial held 4,106 shares of iShares Core 80/20 Aggressive Allocation ETF worth $245K as of Q4 2022.
SBK Financial bought 15 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2022, an estimated $888.
iShares Core 80/20 Aggressive Allocation ETF made up 0.39% of SBK Financial's portfolio in Q4 2022, its #58 holding.
SBK Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 5 quarters since.
SBK Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $295K in Q4 2021.
270 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.