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

CarsonAllaria 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
Q3 		– Sell
-1,471
Closed -$123K – 89
2025
Q2 		$123K Sell
1,471
-25
-2% -$1.96K 0.07% 96
2025
Q1 		$115K Sell
1,496
-68
-4% -$5.3K 0.07% 97
2024
Q4 		$120K Sell
1,564
-187
-11% -$14.6K 0.07% 93
2024
Q3 		$138K Buy
1,751
+335
+24% +$25.5K 0.08% 86
2024
Q2 		$106K Buy
1,416
+3
+0.2% +$219 0.06% 94
2024
Q1 		$104K Sell
1,413
-166
-11% -$11.7K 0.07% 99
2023
Q4 		$109K Buy
1,579
+198
+14% +$12.9K 0.08% 83
2023
Q3 		$87.7K Buy
1,381
+204
+17% +$13.4K 0.07% 94
2023
Q2 		$78.1K Sell
1,177
-3
-0.3% -$193 0.06% 95
2023
Q1 		$75.1K Buy
1,180
+243
+26% +$15.2K 0.06% 93
2022
Q4 		$56K Sell
937
-17
-2% -$1.01K 0.05% 105
2022
Q3 		$53K Buy
954
+6
+0.6% +$365 0.05% 107
2022
Q2 		$57K Sell
948
-36
-4% -$2.29K 0.05% 102
2022
Q1 		$68K Buy
984
+10
+1% +$692 0.06% 101
2021
Q4 		$71K Buy
+974
New +$70.2K 0.06% 101

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

CarsonAllaria Wealth Management's AOA Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 1,471 shares — an estimated $123K sold.

CarsonAllaria Wealth Management first reported a position in AOA in Q4 2021 and held it in 15 quarters. The position peaked at $138K in Q3 2024. 376 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,471 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $123K.
  • CarsonAllaria Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $138K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.