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

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

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.