Voya Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Voya Financial Advisors’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 Q1	–	Sell	-6,010	Closed	-$386K	–	661
2020 Q4	$386K	Hold	6,010	–	–	0.02%	454
2020 Q3	$347K	Hold	6,010	–	–	0.02%	435
2020 Q2	$327K	Sell	6,010 -468	-7%	-$24.4K	0.02%	455
2020 Q1	$310K	Hold	6,478	–	–	0.02%	438
2019 Q4	$374K	Sell	6,478 -596	-8%	-$33.6K	0.02%	459
2019 Q3	$387K	Hold	7,074	–	–	0.02%	435
2019 Q2	$389K	Sell	7,074 -400	-5%	-$21.6K	0.02%	439
2019 Q1	$398K	Hold	7,474	–	–	0.02%	416
2018 Q4	$361K	Sell	7,474 -162	-2%	-$8.28K	0.02%	391
2018 Q3	$419K	Hold	7,636	–	–	0.02%	397
2018 Q2	$406K	Hold	7,636	–	–	0.03%	367
2018 Q1	$404K	Hold	7,636	–	–	0.03%	359
2017 Q4	$412K	Hold	7,636	–	–	0.03%	356
2017 Q3	$407K	Hold	7,636	–	–	0.03%	340
2017 Q2	$394K	Hold	7,636	–	–	0.03%	338
2017 Q1	$382K	Buy	7,636 +758	+11%	+$37.1K	0.03%	339
2016 Q4	$325K	Buy	6,878 +1,468	+27%	+$68.9K	0.03%	347
2016 Q3	$256K	Buy	5,410 +400	+8%	+$18.8K	0.03%	361
2016 Q2	$227K	Sell	5,010 -49	-1%	-$2.23K	0.03%	364
2016 Q1	$230K	Buy	+5,059	New	+$218K	0.03%	332
2015 Q3	–	Sell	-12,163	Closed	-$574K	–	324
2015 Q2	$574K	Hold	12,163	–	–	0.1%	153
2015 Q1	$582K	Buy	+12,163	New	+$571K	0.11%	159

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Voya Financial Advisors's AOA Position: Q1 2021 in Review

Voya Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2021, closing a stake of 6,010 shares — an estimated $386K sold.

Voya Financial Advisors first reported a position in AOA in Q1 2015 and held it in 22 quarters. The position peaked at $582K in Q1 2015. 222 funds tracked by Wall St. Rank hold AOA as of Q1 2021.

Voya Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2021 after selling out during the quarter.
Voya Financial Advisors sold 6,010 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2021, an estimated $386K.
Voya Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2015 and held it in 22 quarters.
Voya Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $582K in Q1 2015.
222 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2021.

Based on Voya Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.