Two Sigma Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Two Sigma Securities’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	-9,353	Closed	-$699K	–	2821
2024 Q2	$699K	Buy	+9,353	New	+$684K	0.01%	1295
2024 Q1	–	Sell	-3,010	Closed	-$208K	–	2937
2023 Q4	$208K	Buy	+3,010	New	+$196K	﹤0.01%	2372
2023 Q2	–	Sell	-3,757	Closed	-$239K	–	2750
2023 Q1	$239K	Buy	+3,757	New	+$235K	﹤0.01%	1921
2019 Q1	–	Sell	-7,354	Closed	-$357K	–	1801
2018 Q4	$357K	Buy	+7,354	New	+$376K	﹤0.01%	1218
2017 Q4	–	Sell	-4,405	Closed	-$236K	–	1716
2017 Q3	$236K	Buy	+4,405	New	+$231K	0.02%	493

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Securities's AOA Position: Q3 2024 in Review

Two Sigma Securities sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 9,353 shares — an estimated $699K sold.

Two Sigma Securities first reported a position in AOA in Q3 2017 and held it in 5 quarters. The position peaked at $699K in Q2 2024. 319 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

Two Sigma Securities reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
Two Sigma Securities sold 9,353 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $699K.
Two Sigma Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and held it in 5 quarters.
Two Sigma Securities's iShares Core 80/20 Aggressive Allocation ETF position peaked at $699K in Q2 2024.
319 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Two Sigma Securities's 13F filing for Q3 2024, filed 14 Nov 2024.