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Capital A Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Capital A Wealth Management’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 		$36.3K Sell
525
-2,366
-82% -$185K 0.41% 77
2025
Q1 		$221K Sell
2,891
-4,361
-60% -$340K 0.23% 58
2024
Q4 		$556K Buy
+7,252
New +$568K 0.92% 25

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 $6.37B AUM 23.22% 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

Capital A Wealth Management's AOA Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 82% in Q2 2025, selling an estimated $185K and leaving 525 shares worth $36.3K. The position accounts for 0.41% of the portfolio, ranked #77.

Capital A Wealth Management first reported a position in AOA in Q4 2024 and has held it in 3 quarters since. The position peaked at $556K in Q4 2024. 356 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • Capital A Wealth Management held 525 shares of iShares Core 80/20 Aggressive Allocation ETF worth $36.3K as of Q2 2025.
  • Capital A Wealth Management sold 2,366 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $185K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.41% of Capital A Wealth Management's portfolio in Q2 2025, its #77 holding.
  • Capital A Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $556K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.