Wealth Enhancement & Preservation of GA’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023 Q2	$258K	Buy	+3,892	New	+$250K	0.25%	40

Other funds holding AOA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Wealth Enhancement & Preservation of GA's AOA Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2023: 3,892 shares worth $258K. The stake represents 0.25% of the portfolio and ranks #40 among its holdings.

262 funds tracked by Wall St. Rank hold AOA as of Q2 2023.

Wealth Enhancement & Preservation of GA held 3,892 shares of iShares Core 80/20 Aggressive Allocation ETF worth $258K as of Q2 2023.
iShares Core 80/20 Aggressive Allocation ETF was a new Wealth Enhancement & Preservation of GA position in Q2 2023.
iShares Core 80/20 Aggressive Allocation ETF made up 0.25% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #40 holding.
262 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.