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

Atria Wealth Solutions’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	$596K	Buy	7,148 +2,354	+49%	+$184K	0.01%	837
2025 Q1	$367K	Hold	4,794	–	–	﹤0.01%	1368
2024 Q4	$367K	Sell	4,794 -8,255	-63%	-$647K	﹤0.01%	1425
2024 Q3	$1.03M	Sell	13,049 -1,708	-12%	-$130K	0.01%	906
2024 Q2	$1.1M	Buy	14,757 +199	+1%	+$14.5K	0.01%	854
2024 Q1	$1.07M	Buy	14,558 +882	+6%	+$62.2K	0.01%	879
2023 Q4	$944K	Buy	13,676 +4,135	+43%	+$269K	0.01%	884
2023 Q3	$606K	Sell	9,541 -172	-2%	-$11.3K	0.01%	1042
2023 Q2	$644K	Buy	9,713 +462	+5%	+$29.7K	0.01%	1041
2023 Q1	$588K	Sell	9,251 -369	-4%	-$23K	0.01%	1036
2022 Q4	$575K	Buy	9,620 +284	+3%	+$16.8K	0.01%	1001
2022 Q3	$518K	Buy	9,336 +364	+4%	+$22.1K	0.01%	1002
2022 Q2	$537K	Buy	8,972 +281	+3%	+$17.9K	0.01%	938
2022 Q1	$599K	Buy	+8,691	New	+$601K	0.01%	967

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

Atria Wealth Solutions's AOA Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 49% in Q2 2025, buying an estimated $184K and bringing the position to 7,148 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #837.

Atria Wealth Solutions first reported a position in AOA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2024. 358 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

Atria Wealth Solutions held 7,148 shares of iShares Core 80/20 Aggressive Allocation ETF worth $596K as of Q2 2025.
Atria Wealth Solutions bought 2,354 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $184K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #837 holding.
Atria Wealth Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.1M in Q2 2024.
358 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.