SWM
AOA icon

Stapp Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Stapp Wealth Management’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 		– Sell
-75
Closed -$4K – 24
2022
Q3 		$4K Buy
+75
New +$4.56K 0.01% 80

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stapp Wealth Management's AOA Position: Q4 2022 in Review

Stapp Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2022, closing a stake of 75 shares — an estimated $4K sold.

Stapp Wealth Management first reported a position in AOA in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 269 funds tracked by Wall St. Rank hold AOA as of Q4 2022.

  • Stapp Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 75 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2022, an estimated $4K.
  • Stapp Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4K in Q3 2022.
  • 269 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.