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

SVB Wealth’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
2023 Q2	–	Sell	-18,280	Closed	-$1.16M	–	932
2023 Q1	$1.16M	Hold	18,280	–	–	0.02%	346
2022 Q4	$1.09M	Hold	18,280	–	–	0.01%	381
2022 Q3	$1.01M	Hold	18,280	–	–	0.01%	364
2022 Q2	$1.09M	Buy	+18,280	New	+$1.16M	0.02%	306

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVB Wealth's AOA Position: Q2 2023 in Review

SVB Wealth sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2023, closing a stake of 18,280 shares — an estimated $1.16M sold.

SVB Wealth first reported a position in AOA in Q2 2022 and held it in 4 quarters. The position peaked at $1.16M in Q1 2023. 262 funds tracked by Wall St. Rank hold AOA as of Q2 2023.

SVB Wealth reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2023 after selling out during the quarter.
SVB Wealth sold 18,280 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2023, an estimated $1.16M.
SVB Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and held it in 4 quarters.
SVB Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.16M in Q1 2023.
262 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.