TRCT
AOA icon

Tower Research Capital (TRC)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Tower Research Capital (TRC)’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
Q3 		– Sell
-3
Closed -$224 – 5694
2024
Q2 		$224 Sell
3
-1
-25% -$73 ﹤0.01% 5397
2024
Q1 		$294 Buy
+4
New +$282 ﹤0.01% 5558
2021
Q4 		– Sell
-3
Closed – – 6110
2021
Q3 		$0 Buy
+3
New +$214 ﹤0.01% 5741
2021
Q1 		– Sell
-200
Closed -$13K – 5368
2020
Q4 		$13K Buy
+200
New +$12.2K ﹤0.01% 4127
2016
Q1 		– Sell
-300
Closed -$13K – 4065
2015
Q4 		$13K Buy
+300
New +$13.7K ﹤0.01% 1770

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tower Research Capital (TRC)'s AOA Position: Q3 2024 in Review

Tower Research Capital (TRC) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 3 shares — an estimated $224 sold.

Tower Research Capital (TRC) first reported a position in AOA in Q4 2015 and held it in 5 quarters. The position peaked at $13K in Q4 2020. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

  • Tower Research Capital (TRC) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 3 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $224.
  • Tower Research Capital (TRC) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and held it in 5 quarters.
  • Tower Research Capital (TRC)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $13K in Q4 2020.
  • 318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2024, filed 14 Nov 2024.