Wilbanks Smith & Thomas Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$360K	Buy	4,902 +81	+2%	+$5.72K	0.01%	395
2023 Q4	$333K	Buy	4,821 +96	+2%	+$6.26K	0.01%	408
2023 Q3	$300K	Buy	4,725 +351	+8%	+$23.1K	0.01%	401
2023 Q2	$290K	Buy	4,374 +79	+2%	+$5.08K	0.01%	421
2023 Q1	$273K	Buy	4,295 +138	+3%	+$8.62K	0.01%	425
2022 Q4	$248K	Buy	4,157 +217	+6%	+$12.8K	0.01%	425
2022 Q3	$218K	Buy	3,940 +66	+2%	+$4.01K	0.01%	426
2022 Q2	$232K	Buy	3,874 +216	+6%	+$13.7K	0.01%	426
2022 Q1	$235K	Buy	+3,658	New	+$253K	0.01%	444
2019 Q1	–	Sell	-5,165	Closed	-$251K	–	411
2018 Q4	$251K	Hold	5,165	–	–	0.02%	295
2018 Q3	$282K	Hold	5,165	–	–	0.02%	318
2018 Q2	$276K	Hold	5,165	–	–	0.02%	277
2018 Q1	$276K	Buy	+5,165	New	+$282K	0.02%	272

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AOA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.7% in Q1 2024, buying an estimated $5.72K and bringing the position to 4,902 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #395.

Wilbanks Smith & Thomas Asset Management first reported a position in AOA in Q1 2018 and has held it in 13 quarters since. 305 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 4,902 shares of iShares Core 80/20 Aggressive Allocation ETF worth $360K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 81 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $5.72K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #395 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and has held it in 13 quarters since.
305 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.