Wolff Wiese Magana’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-49	Closed	-$3.11K	–	727
2023 Q3	$3.11K	Hold	49	–	–	﹤0.01%	493
2023 Q2	$3.25K	Hold	49	–	–	﹤0.01%	495
2023 Q1	$3.12K	Hold	49	–	–	﹤0.01%	477
2022 Q4	$2.93K	Hold	49	–	–	﹤0.01%	462
2022 Q3	$3K	Hold	49	–	–	﹤0.01%	663
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	680
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	681
2021 Q4	$4K	Hold	49	–	–	﹤0.01%	647
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	661
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	665
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	639
2020 Q4	$3K	Buy	+49	New	+$3K	﹤0.01%	586

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wolff Wiese Magana's AOA Position: Q4 2023 in Review

Wolff Wiese Magana sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 49 shares — an estimated $3.11K sold.

Wolff Wiese Magana first reported a position in AOA in Q4 2020 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 308 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

Wolff Wiese Magana reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 49 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $3.11K.
Wolff Wiese Magana first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 12 quarters.
Wolff Wiese Magana's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4K in Q4 2021.
308 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.