Concord Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-953
Closed -$79.5K 835
2025
Q2
$79.5K Sell
953
-2
-0.2% -$156 0.01% 289
2025
Q1
$73K Sell
955
-2
-0.2% -$156 0.01% 278
2024
Q4
$73.3K Buy
957
+10
+1% +$783 0.01% 283
2024
Q3
$74.7K Buy
947
+5
+0.5% +$380 0.01% 286
2024
Q2
$70.5K Buy
942
+1
+0.1% +$73 0.01% 269
2024
Q1
$69.1K Sell
941
-1
-0.1% -$71 0.01% 313
2023
Q4
$65K Buy
942
+8
+0.9% +$521 0.01% 323
2023
Q3
$59.3K Buy
934
+6
+0.6% +$394 0.01% 358
2023
Q2
$61.6K Buy
928
+3
+0.3% +$193 0.01% 334
2023
Q1
$58.8K Sell
925
-2
-0.2% -$125 0.02% 322
2022
Q4
$55.4K Buy
+927
New +$54.9K 0.02% 361
2022
Q3
Sell
-913
Closed -$55K 203
2022
Q2
$55K Sell
913
-125
-12% -$7.96K 0.02% 354
2022
Q1
$72K Buy
1,038
+3
+0.3% +$207 0.02% 362
2021
Q4
$75K Buy
1,035
+938
+967% +$67.6K 0.02% 359
2021
Q3
$7K Buy
97
+67
+223% +$4.77K ﹤0.01% 522
2021
Q2
$2K Buy
+30
New +$2.09K ﹤0.01% 863
2021
Q1
Sell
-22
Closed -$1K 995
2020
Q4
$1K Buy
+22
New +$1.34K ﹤0.01% 595

Other funds holding AOA

Concord Wealth Partners's AOA Position: Q3 2025 in Review

Concord Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 953 shares — an estimated $79.5K sold.

Concord Wealth Partners first reported a position in AOA in Q4 2020 and held it in 17 quarters. The position peaked at $79.5K in Q2 2025. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Concord Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 953 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $79.5K.
  • Concord Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 17 quarters.
  • Concord Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $79.5K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.