WBH Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

WBH Advisory’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
2022 Q3	–	Sell	-4,171	Closed	-$248K	–	287
2022 Q2	$248K	Buy	+4,171	New	+$265K	0.03%	275
2014 Q4	–	Sell	-4,805	Closed	-$218K	–	210
2014 Q3	$218K	Sell	4,805 -162	-3%	-$7.54K	0.08%	194
2014 Q2	$234K	Sell	4,967 -165	-3%	-$7.57K	0.09%	186
2014 Q1	$232K	Buy	5,132 +7	+0.1%	+$311	0.09%	186
2013 Q4	$228K	Buy	5,125 +5	+0.1%	+$217	0.09%	190
2013 Q3	$215K	Sell	5,120 -308	-6%	-$12.7K	0.1%	182
2013 Q2	$216K	Buy	+5,428	New	+$219K	0.1%	175

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WBH Advisory's AOA Position: Q3 2022 in Review

WBH Advisory sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 4,171 shares — an estimated $248K sold.

WBH Advisory first reported a position in AOA in Q2 2013 and held it in 7 quarters. The position peaked at $248K in Q2 2022. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

WBH Advisory reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
WBH Advisory sold 4,171 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $248K.
WBH Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and held it in 7 quarters.
WBH Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $248K in Q2 2022.
234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on WBH Advisory's 13F filing for Q3 2022, filed 18 Oct 2022.