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

Congress 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
Q2 		$475K Buy
+5,701
New +$446K ﹤0.01% 942

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's AOA Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025: 5,701 shares worth $475K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings.

358 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • Congress Wealth Management held 5,701 shares of iShares Core 80/20 Aggressive Allocation ETF worth $475K as of Q2 2025.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Congress Wealth Management position in Q2 2025.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #942 holding.
  • 358 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.