WealthPlan Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

WealthPlan Investment Management’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 Q1	–	Sell	-7,964	Closed	-$509K	–	447
2022 Q4	$509K	Buy	7,964 +2,729	+52%	+$162K	0.04%	252
2022 Q3	$321K	Buy	+5,235	New	+$318K	0.02%	294
2022 Q1	$380K	Buy	+5,943	New	+$411K	0.03%	281

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PAMG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPlan Investment Management's AOA Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 7,964 shares — an estimated $509K sold.

WealthPlan Investment Management first reported a position in AOA in Q1 2022 and held it in 3 quarters. The position peaked at $509K in Q4 2022. 254 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

WealthPlan Investment Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
WealthPlan Investment Management sold 7,964 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $509K.
WealthPlan Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and held it in 3 quarters.
WealthPlan Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $509K in Q4 2022.
254 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.