Advisor Resource Council’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-5,638	Closed	-$385K	–	210
2025 Q1	$385K	Buy	+5,638	New	+$439K	0.03%	413
2024 Q1	–	Sell	-3,575	Closed	-$247K	–	250
2023 Q4	$247K	Buy	+3,575	New	+$233K	0.03%	395
2022 Q3	–	Sell	-6,760	Closed	-$405K	–	172
2022 Q2	$405K	Buy	+6,760	New	+$430K	0.04%	317
2022 Q1	–	Sell	-6,765	Closed	-$493K	–	235
2021 Q4	$493K	Buy	+6,765	New	+$488K	0.04%	331
2021 Q3	–	Sell	-6,491	Closed	-$459K	–	236
2021 Q2	$459K	Buy	+6,491	New	+$451K	0.05%	315

Other funds holding AOA

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

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

Advisor Resource Council's AOA Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025, closing a stake of 5,638 shares — an estimated $385K sold.

Advisor Resource Council first reported a position in AOA in Q2 2021 and held it in 5 quarters. The position peaked at $493K in Q4 2021. 358 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

Advisor Resource Council reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 5,638 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $385K.
Advisor Resource Council first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares Core 80/20 Aggressive Allocation ETF position peaked at $493K in Q4 2021.
358 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.