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

Concord Wealth Partners’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
-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

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

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.