Atria Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Atria Investments’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 Q1	–	Sell	-4,799	Closed	-$368K	–	1896
2024 Q4	$368K	Buy	+4,799	New	+$376K	﹤0.01%	1478
2022 Q2	–	Sell	-28,597	Closed	-$1.97M	–	754
2022 Q1	$1.97M	Buy	+28,597	New	+$1.98M	0.03%	575
2019 Q3	–	Sell	-4,334	Closed	-$230K	–	856
2019 Q2	$230K	Buy	+4,334	New	+$234K	0.01%	848

Other funds holding AOA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's AOA Position: Q1 2025 in Review

Atria Investments sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 4,799 shares — an estimated $368K sold.

Atria Investments first reported a position in AOA in Q2 2019 and held it in 3 quarters. The position peaked at $1.97M in Q1 2022. 348 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Atria Investments reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 4,799 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $368K.
Atria Investments first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2019 and held it in 3 quarters.
Atria Investments's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.97M in Q1 2022.
348 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.