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Creekmur Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Creekmur Asset 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
Q3 		$4.14K Hold
47
– – ﹤0.01% 585
2025
Q2 		$3.89K Buy
47
+1
+2% +$78 ﹤0.01% 595
2025
Q1 		$3.55K Sell
46
-112
-71% -$8.73K ﹤0.01% 567
2024
Q4 		$12.1K Buy
158
+2
+1% +$157 ﹤0.01% 402
2024
Q3 		$12.3K Buy
156
+1
+0.6% +$76 ﹤0.01% 416
2024
Q2 		$11.6K Buy
155
+1
+0.6% +$73 ﹤0.01% 479
2024
Q1 		$11.3K Hold
154
– – ﹤0.01% 475
2023
Q4 		$10.7K Buy
+154
New +$10K ﹤0.01% 520

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

Creekmur Asset Management's AOA Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2025 at 47 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Creekmur Asset Management first reported a position in AOA in Q4 2023 and has held it in 8 quarters since. The position peaked at $12.3K in Q3 2024. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Creekmur Asset Management held 47 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.14K as of Q3 2025.
  • Creekmur Asset Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2025.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #585 holding.
  • Creekmur Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $12.3K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.