Citadel Advisors
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Citadel Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Citadel Advisors’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 		– Sell
-4,900
Closed -$432K – 12583
2025
Q3 		$432K Buy
+4,900
New +$417K ﹤0.01% 9487

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citadel Advisors's AOA Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026: 11,801 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #7561 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in AOA as recently as Q3 2025.

Citadel Advisors first reported a position in AOA in Q3 2015 and has held it in 24 quarters since. The position peaked at $2.6M in Q3 2021. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Citadel Advisors held 11,801 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.04M as of Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Citadel Advisors position in Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7561 holding.
  • Citadel Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2015 and has held it in 24 quarters since.
  • Citadel Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.6M in Q3 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.