Carolinas Wealth Consulting’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Carolinas Wealth Consulting’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	-55	Closed	-$4.21K	–	47
2025 Q1	$4.21K	Sell	55 -1	-2%	-$78	﹤0.01%	640
2024 Q4	$4.21K	Buy	56 +1	+2%	+$78	﹤0.01%	671
2024 Q3	$4.32K	Hold	55	–	–	﹤0.01%	685
2024 Q2	$4.08K	Buy	55 +1	+2%	+$73	﹤0.01%	682
2024 Q1	$4K	Hold	54	–	–	﹤0.01%	680
2023 Q4	$3.76K	Hold	54	–	–	﹤0.01%	663
2023 Q3	$3.35K	Hold	54	–	–	﹤0.01%	663
2023 Q2	$3.58K	Hold	54	–	–	﹤0.01%	731
2023 Q1	$3.43K	Hold	54	–	–	﹤0.01%	746
2022 Q4	$3.23K	Hold	54	–	–	﹤0.01%	753
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	703
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	706
2022 Q1	$4K	Hold	54	–	–	﹤0.01%	712
2021 Q4	$4K	Hold	54	–	–	﹤0.01%	720
2021 Q3	$4K	Hold	54	–	–	﹤0.01%	685
2021 Q2	$4K	Hold	54	–	–	﹤0.01%	714
2021 Q1	$4K	Sell	54 -147	-73%	-$9.71K	﹤0.01%	724
2020 Q4	$13K	Sell	201 -460	-70%	-$28.1K	﹤0.01%	539
2020 Q3	$38K	Sell	661 -312	-32%	-$18K	0.01%	312
2020 Q2	$53K	Buy	973 +2	+0.2%	+$104	0.02%	198
2020 Q1	$45K	Buy	+971	New	+$53.2K	0.02%	127

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $13.4B AUM 18.56% 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 $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's AOA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025, closing a stake of 55 shares — an estimated $4.21K sold.

Carolinas Wealth Consulting first reported a position in AOA in Q1 2020 and held it in 21 quarters. The position peaked at $53K in Q2 2020. 357 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 55 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $4.21K.
Carolinas Wealth Consulting first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and held it in 21 quarters.
Carolinas Wealth Consulting's iShares Core 80/20 Aggressive Allocation ETF position peaked at $53K in Q2 2020.
357 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.