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Wipfli Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wipfli Financial Advisors’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 		$1K Buy
+15
New +$912 ﹤0.01% 2364

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wipfli Financial Advisors's AOA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2364 among its holdings.

234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

  • Wipfli Financial Advisors held 15 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1K as of Q3 2022.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2364 holding.
  • 234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.