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WealthPLAN Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-8,128
Closed -$561K – 306
2023
Q4 		$561K Sell
8,128
-1,498
-16% -$97.6K 0.06% 208
2023
Q3 		$611K Sell
9,626
-8
-0.1% -$526 0.07% 180
2023
Q2 		$639K Buy
9,634
+1,777
+23% +$114K 0.09% 165
2023
Q1 		$500K Sell
7,857
-107
-1% -$6.68K 0.06% 197
2022
Q4 		$509K Buy
+7,964
New +$471K 0.04% 252
2022
Q1 		$380K Sell
5,943
-15
-0.3% -$1.04K 0.03% 281
2021
Q4 		$417K Sell
5,958
-64
-1% -$4.61K 0.03% 271
2021
Q3 		$437K Buy
6,022
+422
+8% +$30.1K 0.03% 269
2021
Q2 		$401K Buy
5,600
+191
+4% +$13.3K 0.03% 257
2021
Q1 		$372K Sell
5,409
-48
-0.9% -$3.17K 0.03% 252
2020
Q4 		$360K Sell
5,457
-3,339
-38% -$204K 0.03% 247
2020
Q3 		$534K Buy
8,796
+65
+0.7% +$3.75K 0.05% 189
2020
Q2 		$511K Sell
8,731
-33,816
-79% -$1.76M 0.05% 185
2020
Q1 		$2.15M Sell
42,547
-10,254
-19% -$561K 0.28% 80
2019
Q4 		$3.14M Buy
52,801
+158
+0.3% +$8.9K 0.37% 71
2019
Q3 		$2.97M Buy
52,643
+12,585
+31% +$686K 0.41% 70
2019
Q2 		$2.15M Buy
+40,058
New +$2.16M 0.32% 75

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WealthPLAN Partners's AOA Position: Q1 2024 in Review

WealthPLAN Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 8,128 shares — an estimated $561K sold.

WealthPLAN Partners first reported a position in AOA in Q2 2019 and held it in 17 quarters. The position peaked at $3.14M in Q4 2019. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

  • WealthPLAN Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 8,128 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $561K.
  • WealthPLAN Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2019 and held it in 17 quarters.
  • WealthPLAN Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.14M in Q4 2019.
  • 304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.