Sterling Investment Advisors (Pennsylvania)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-775	Closed	-$79K	–	160
2022 Q2	$79K	Hold	775	–	–	0.03%	196
2022 Q1	$83K	Sell	775 -10	-1%	-$692	0.02%	211
2021 Q4	$90K	Sell	785 -300	-28%	-$21.6K	0.03%	203
2021 Q3	$125K	Hold	1,085	–	–	0.04%	175
2021 Q2	$125K	Hold	1,085	–	–	0.04%	179
2021 Q1	$124K	Hold	1,085	–	–	0.04%	169
2020 Q4	$128K	Hold	1,085	–	–	0.04%	160
2020 Q3	$128K	Hold	1,085	–	–	0.05%	147
2020 Q2	$128K	Hold	1,085	–	–	0.05%	145
2020 Q1	$125K	Buy	1,085 +170	+19%	+$9.31K	0.07%	133
2019 Q4	$102K	Hold	915	–	–	0.05%	151
2019 Q3	$104K	Buy	915 +225	+33%	+$12.3K	0.05%	148
2019 Q2	$77K	Hold	690	–	–	0.04%	169
2019 Q1	$75K	Hold	690	–	–	0.04%	174
2018 Q4	$73K	Hold	690	–	–	0.04%	161
2018 Q3	$73K	Sell	690 -10	-1%	-$541	0.04%	183
2018 Q2	$74K	Hold	700	–	–	0.04%	167
2018 Q1	$75K	Hold	700	–	–	0.05%	161
2017 Q4	$77K	Hold	700	–	–	0.05%	156
2017 Q3	$77K	Sell	700 -100	-13%	-$5.25K	0.05%	148
2017 Q2	$88K	Hold	800	–	–	0.06%	141
2017 Q1	$87K	Hold	800	–	–	0.06%	139
2016 Q4	$86K	Buy	+800	New	+$37.6K	0.07%	126

Other funds holding AOA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AOA Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 775 shares — an estimated $79K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AOA in Q4 2016 and held it in 23 quarters. The position peaked at $128K in Q4 2020. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 775 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $79K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $128K in Q4 2020.
234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.