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

Sugarloaf 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
2024
Q4 		$481K Buy
6,279
+57
+0.9% +$4.46K 0.09% 95
2024
Q3 		$491K Sell
6,222
-83
-1% -$6.31K 0.09% 93
2024
Q2 		$471K Buy
6,305
+12
+0.2% +$877 0.1% 89
2024
Q1 		$462K Hold
6,293
– – 0.1% 92
2023
Q4 		$435K Buy
6,293
+54
+0.9% +$3.52K 0.1% 91
2023
Q3 		$396K Buy
6,239
+175
+3% +$11.5K 0.1% 89
2023
Q2 		$402K Sell
6,064
-18
-0.3% -$1.16K 0.09% 90
2023
Q1 		$387K Hold
6,082
– – 0.1% 89
2022
Q4 		$363K Sell
6,082
-855
-12% -$50.6K 0.09% 88
2022
Q3 		$385K Buy
6,937
+409
+6% +$24.9K 0.1% 88
2022
Q2 		$391K Buy
6,528
+499
+8% +$31.8K 0.1% 83
2022
Q1 		$416K Buy
6,029
+99
+2% +$6.85K 0.1% 78
2021
Q4 		$432K Buy
5,930
+79
+1% +$5.69K 0.1% 76
2021
Q3 		$408K Sell
5,851
-6
-0.1% -$427 0.11% 77
2021
Q2 		$414K Buy
5,857
+5,842
+38,947% +$406K 0.11% 77
2021
Q1 		$391 Sell
15
-5,941
-100% -$392K 0.12% 78
2020
Q4 		$382K Buy
5,956
+55
+0.9% +$3.36K 0.13% 76
2020
Q3 		$344K Sell
5,901
-74
-1% -$4.27K 0.13% 78
2020
Q2 		$322K Buy
5,975
+423
+8% +$22K 0.12% 83
2020
Q1 		$264K Buy
5,552
+335
+6% +$18.3K 0.12% 88
2019
Q4 		$303K Buy
+5,217
New +$294K 0.13% 96

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Sugarloaf Wealth Management's AOA Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.92% in Q4 2024, buying an estimated $4.46K and bringing the position to 6,279 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #95.

Sugarloaf Wealth Management first reported a position in AOA in Q4 2019 and has held it in 21 quarters since. The position peaked at $491K in Q3 2024. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

  • Sugarloaf Wealth Management held 6,279 shares of iShares Core 80/20 Aggressive Allocation ETF worth $481K as of Q4 2024.
  • Sugarloaf Wealth Management bought 57 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $4.46K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #95 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $491K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.