WR Wealth Planners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-156	Closed	-$12.3K	–	1110
2024 Q3	$12.3K	Hold	156	–	–	﹤0.01%	594
2024 Q2	$11.7K	Hold	156	–	–	﹤0.01%	563
2024 Q1	$11.5K	Buy	+156	New	+$11K	﹤0.01%	571
2023 Q4	–	Sell	-250	Closed	-$15.9K	–	218
2023 Q3	$15.9K	Buy	250 +94	+60%	+$6.18K	0.01%	465
2023 Q2	$10.3K	Buy	+156	New	+$10K	﹤0.01%	565

Other funds holding AOA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

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

WR Wealth Planners's AOA Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 156 shares — an estimated $12.3K sold.

WR Wealth Planners first reported a position in AOA in Q2 2023 and held it in 5 quarters. The position peaked at $15.9K in Q3 2023. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

WR Wealth Planners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 156 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $12.3K.
WR Wealth Planners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and held it in 5 quarters.
WR Wealth Planners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $15.9K in Q3 2023.
345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.