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TrustCore Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

TrustCore Financial Services’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
2021
Q2 		– Sell
-587
Closed -$39K – 1055
2021
Q1 		$39K Buy
+587
New +$38.8K ﹤0.01% 481

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TrustCore Financial Services's AOA Position: Q2 2021 in Review

TrustCore Financial Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2021, closing a stake of 587 shares — an estimated $39K sold.

TrustCore Financial Services first reported a position in AOA in Q1 2021 and held it in 1 quarter. The position peaked at $39K in Q1 2021. 220 funds tracked by Wall St. Rank hold AOA as of Q2 2021.

  • TrustCore Financial Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 587 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2021, an estimated $39K.
  • TrustCore Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and held it in 1 quarter.
  • TrustCore Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $39K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2021.

Based on TrustCore Financial Services's 13F filing for Q2 2021, filed 2 Aug 2021.