Form 13-F position report

ISHARES TR CORE AGGRESSIVE ALL

Reported by Buttonwood Financial Group LLC

ETF profile Manager portfolio Source filing
AOA CUSIP 464289859 Manager CIK 0001847661
Latest reported change

Reported 22,227 shares, down 852 (3.7%) from the prior quarter.

Reported value 8.1%; share count -3.7% vs. the prior quarter.

Reduced
% of reported 13F value 1.12% This manager · Q4 2023
Shares 22,227 Quarter-end amount reported
Reported value $1,534,779 Fair value at quarter end
Consecutive quarters held 8 Through Q4 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 15,165 -1,190 (-7.3%) 0.75% $1,491,784 2026-10-16
Q2 2026 Reduced 16,355 -182 (-1.1%) 0.91% $1,596,247 2026-07-30
Q1 2026 Reduced 16,537 -4,795 (-22.5%) 0.9% $1,463,360 2026-04-15
Q4 2025 Reduced 21,332 -1,737 (-7.5%) 1.04% $1,949,946 2026-01-13
Q3 2025 Added 23,069 +161 (0.7%) 0.88% $2,038,590 2025-11-05
Q2 2025 Reduced 22,908 -33 (-0.1%) 0.96% $1,894,712 2025-07-14
Q1 2025 Reduced 22,941 -779 (-3.3%) 0.97% $1,659,771 2025-04-14
Q4 2024 Added 23,720 +1,376 (6.2%) 1.04% $1,869,850 2025-01-31
Q3 2024 Added 22,344 +318 (1.4%) 1.06% $1,763,172 2024-10-15
Q2 2024 Added 22,026 +116 (0.5%) 0.94% $1,647,105 2024-07-10
Q1 2024 Reduced 21,910 -317 (-1.4%) 0.95% $1,609,516 2024-04-11
Q4 2023 Reduced 22,227 -852 (-3.7%) 1.12% $1,534,779 2024-01-08
Q3 2023 Added 23,079 +355 (1.6%) 1.04% $1,419,587 2023-10-31
Q2 2023 Added 22,724 +758 (3.5%) 1.32% $1,527,509 2023-07-26
Q1 2023 Added 21,966 +1,061 (5.1%) 1.39% $1,396,817 2023-05-08
Q4 2022 Added 20,905 +2,531 (13.8%) 1.14% $1,249,088 2023-01-23
Q3 2022 Added 18,374 +2,487 (15.7%) 1.05% $1,014,000 2022-11-14
Q2 2022 Added 15,887 +1,642 (11.5%) 0.93% $946,000 2022-08-05
Q1 2022 New 14,245 +14,245 (0.0%) 0.73% $980,000 2022-05-18
Institutional context

Who else reported the position

330 managers reported ISHARES TR CORE AGGRESSIVE ALL for Q4 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
WELLS FARGO & COMPANY MN Added 1,178,542 +1,045,600 0.02% $81,378,381 43 qtrs
Rockefeller Capital Management L P Added 464,699 +34,851 0.11% $32,087,510 12 qtrs
RAYMOND JAMES & ASSOCIATES Added 373,075 +346,253 0.02% $25,760,829 13 qtrs
ASSETMARK INC Reduced 302,432 -22,201 0.08% $20,882,950 20 qtrs
Waterloo Capital L P Added 243,462 +11,084 2.72% $16,811,038 4 qtrs
Cambridge Investment Research Advisors Inc Reduced 215,121 -7,327 0.06% $14,854,000 42 qtrs
STIFEL FINANCIAL CORP Added 194,608 +172,603 0.02% $13,437,645 28 qtrs
Mesirow Financial Investment Management Inc New 159,348 +159,348 0.4% $11,002,970 1 qtr
MORGAN STANLEY Added 156,094 +59,957 < 0.01% $10,778,386 43 qtrs
COMMONWEALTH EQUITY SERVICES LLC Added 154,698 +68,613 0.02% $10,682,000 25 qtrs
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Filing details and methodology As reported
Report period
December 31, 2023
Filed
January 08, 2024
Filing type
13F-HR
Position type
AGGRES ALLOC ETF

Voting authority reported

Sole
0
Shared
0
None
22,227

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.