CIBC Private Wealth Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

CIBC Private Wealth Group’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 Q4	$11.2K	Buy	125 +24	+24%	+$2.14K	﹤0.01%	2390
2025 Q3	$8.91K	Buy	101 +1	+1%	+$85	﹤0.01%	2424
2025 Q2	$8.37K	Hold	100	–	–	﹤0.01%	2319
2025 Q1	$6.97K	Hold	100	–	–	﹤0.01%	2355
2024 Q4	$7.68K	Hold	100	–	–	﹤0.01%	2351
2024 Q3	$7.89K	Hold	100	–	–	﹤0.01%	2469
2024 Q2	$7.54K	Hold	100	–	–	﹤0.01%	2390
2024 Q1	$7.32K	Buy	+100	New	+$7.06K	﹤0.01%	2391
2018 Q3	–	Sell	-1,260	Closed	-$67K	–	1005
2018 Q2	$67K	Hold	1,260	–	–	﹤0.01%	1099
2018 Q1	$67K	Hold	1,260	–	–	﹤0.01%	1093
2017 Q4	$68K	Buy	+1,260	New	+$68.8K	﹤0.01%	1104

Other funds holding AOA

Align Financial Hermantown, Minnesota $176M AUM

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CIBC Private Wealth Group's AOA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 24% in Q4 2025, buying an estimated $2.14K and bringing the position to 125 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

CIBC Private Wealth Group first reported a position in AOA in Q4 2017 and has held it in 11 quarters since. The position peaked at $68K in Q4 2017. 401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

CIBC Private Wealth Group held 125 shares of iShares Core 80/20 Aggressive Allocation ETF worth $11.2K as of Q4 2025.
CIBC Private Wealth Group bought 24 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $2.14K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2390 holding.
CIBC Private Wealth Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $68K in Q4 2017.
401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.