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Stonehearth Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Stonehearth Capital 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
2020
Q1 		– Sell
-5,340
Closed -$310K – 54
2019
Q4 		$310K Buy
5,340
+56
+1% +$3.16K 0.21% 44
2019
Q3 		$290K Sell
5,284
-1,503
-22% -$81.9K 0.21% 46
2019
Q2 		$374K Sell
6,787
-1,004
-13% -$54.2K 0.27% 42
2019
Q1 		$417K Sell
7,791
-1,465
-16% -$76K 0.32% 33
2018
Q4 		$449K Sell
9,256
-275
-3% -$14.1K 0.38% 28
2018
Q3 		$521K Sell
9,531
-827
-8% -$44.8K 0.4% 28
2018
Q2 		$553K Sell
10,358
-6,181
-37% -$333K 0.43% 27
2018
Q1 		$885K Buy
16,539
+273
+2% +$14.9K 0.69% 23
2017
Q4 		$876K Sell
16,266
-39
-0.2% -$2.13K 0.67% 23
2017
Q3 		$874K Buy
16,305
+101
+0.6% +$5.3K 0.68% 24
2017
Q2 		$839K Buy
16,204
+1,022
+7% +$52.1K 0.66% 25
2017
Q1 		$758K Buy
15,182
+620
+4% +$30.3K 0.59% 25
2016
Q4 		$688K Sell
14,562
-1,135
-7% -$53.3K 0.54% 27
2016
Q3 		$745K Sell
15,697
-1,461
-9% -$68.6K 0.58% 26
2016
Q2 		$787K Buy
17,158
+1,305
+8% +$59.4K 0.62% 25
2016
Q1 		$718K Sell
15,853
-490
-3% -$21.2K 0.63% 25
2015
Q4 		$733K Sell
16,343
-340
-2% -$15.5K 0.49% 29
2015
Q3 		$728K Sell
16,683
-2,326
-12% -$107K 0.52% 30
2015
Q2 		$902K Sell
19,009
-421
-2% -$20.3K 0.62% 25
2015
Q1 		$922K Sell
19,430
-139
-0.7% -$6.53K 0.58% 25
2014
Q4 		$906K Buy
+19,569
New +$899K 0.67% 26

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

Stonehearth Capital Management's AOA Position: Q1 2020 in Review

Stonehearth Capital Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2020, closing a stake of 5,340 shares — an estimated $310K sold.

Stonehearth Capital Management first reported a position in AOA in Q4 2014 and held it in 21 quarters. The position peaked at $922K in Q1 2015. 177 funds tracked by Wall St. Rank hold AOA as of Q1 2020.

  • Stonehearth Capital Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Stonehearth Capital Management sold 5,340 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2020, an estimated $310K.
  • Stonehearth Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and held it in 21 quarters.
  • Stonehearth Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $922K in Q1 2015.
  • 177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2020.

Based on Stonehearth Capital Management's 13F filing for Q1 2020, filed 22 Apr 2020.