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Corrigan Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Corrigan Financial’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
Q1 		$1.26M Buy
16,475
+870
+6% +$67.8K 0.26% 34
2024
Q4 		$1.2M Sell
15,605
-701
-4% -$54.9K 0.27% 36
2024
Q3 		$1.29M Buy
16,306
+415
+3% +$31.5K 0.3% 34
2024
Q2 		$1.17M Hold
15,891
– – 0.3% 34
2024
Q1 		$1.17M Sell
15,891
-1,594
-9% -$112K 0.3% 34
2023
Q4 		$1.21M Buy
17,485
+512
+3% +$33.4K 0.37% 33
2023
Q3 		$1.08M Sell
16,973
-475
-3% -$31.2K 0.37% 33
2023
Q2 		$1.16M Buy
17,448
+253
+1% +$16.3K 0.36% 33
2023
Q1 		$1.09M Buy
17,195
+283
+2% +$17.7K 0.36% 32
2022
Q4 		$1.01M Sell
16,912
-44
-0.3% -$2.6K 0.37% 31
2022
Q3 		$940K Buy
16,956
+763
+5% +$46.4K 0.36% 31
2022
Q2 		$970K Buy
16,193
+660
+4% +$42K 0.35% 30
2022
Q1 		$1.07M Sell
15,533
-491
-3% -$34K 0.34% 32
2021
Q4 		$1.17M Buy
16,024
+1,529
+11% +$110K 0.34% 31
2021
Q3 		$1.01M Sell
14,495
-660
-4% -$47K 0.31% 30
2021
Q2 		$1.07M Buy
15,155
+6,569
+77% +$457K 0.33% 30
2021
Q1 		$575K Buy
+8,586
New +$567K 0.19% 37

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 $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corrigan Financial's AOA Position: Q1 2025 in Review

Corrigan Financial increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5.6% in Q1 2025, buying an estimated $67.8K and bringing the position to 16,475 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #34.

Corrigan Financial first reported a position in AOA in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.29M in Q3 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Corrigan Financial held 16,475 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.26M as of Q1 2025.
  • Corrigan Financial bought 870 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $67.8K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.26% of Corrigan Financial's portfolio in Q1 2025, its #34 holding.
  • Corrigan Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 17 quarters since.
  • Corrigan Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.29M in Q3 2024.
  • 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.