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

Creative Financial Designs’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	–	Sell	-11	Closed	-$842	–	2017
2025 Q1	$842	Hold	11	–	–	﹤0.01%	1819
2024 Q4	$843	Hold	11	–	–	﹤0.01%	1706
2024 Q3	$868	Sell	11 -1	-8%	-$76	﹤0.01%	1593
2024 Q2	$897	Hold	12	–	–	﹤0.01%	1547
2024 Q1	$882	Hold	12	–	–	﹤0.01%	1562
2023 Q4	$829	Hold	12	–	–	﹤0.01%	1510
2023 Q3	$762	Sell	12 -275	-96%	-$18.1K	﹤0.01%	1417
2023 Q2	$19K	Hold	287	–	–	﹤0.01%	858
2023 Q1	$18.3K	Hold	287	–	–	﹤0.01%	836
2022 Q4	$17.1K	Hold	287	–	–	﹤0.01%	796
2022 Q3	$16K	Hold	287	–	–	﹤0.01%	782
2022 Q2	$17K	Sell	287 -4	-1%	-$255	﹤0.01%	764
2022 Q1	$20K	Buy	291 +138	+90%	+$9.54K	﹤0.01%	761
2021 Q4	$11K	Buy	153 +137	+856%	+$9.87K	﹤0.01%	875
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	1340
2021 Q2	$1K	Buy	+16	New	+$1.11K	﹤0.01%	1359
2020 Q3	–	Sell	-111	Closed	-$6K	–	1201
2020 Q2	$6K	Buy	+111	New	+$5.78K	﹤0.01%	831
2020 Q1	–	Sell	-156	Closed	-$9K	–	473
2019 Q4	$9K	Hold	156	–	–	﹤0.01%	407
2019 Q3	$8K	Hold	156	–	–	﹤0.01%	426
2019 Q2	$9K	Hold	156	–	–	﹤0.01%	405
2019 Q1	$8K	Buy	156 +40	+34%	+$2.07K	﹤0.01%	404
2018 Q4	$6K	Buy	116 +58	+100%	+$2.97K	﹤0.01%	411
2018 Q3	$3K	Buy	+58	New	+$3.14K	﹤0.01%	587

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Financial Designs's AOA Position: Q2 2025 in Review

Creative Financial Designs sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025, closing a stake of 11 shares — an estimated $842 sold.

Creative Financial Designs first reported a position in AOA in Q3 2018 and held it in 23 quarters. The position peaked at $20K in Q1 2022. 358 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

Creative Financial Designs reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 11 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $842.
Creative Financial Designs first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2018 and held it in 23 quarters.
Creative Financial Designs's iShares Core 80/20 Aggressive Allocation ETF position peaked at $20K in Q1 2022.
358 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.