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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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return