Cynosure Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cynosure Group’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 Q4	–	Sell	-18,228	Closed	-$1.61M	–	409
2025 Q3	$1.61M	Hold	18,228	–	–	0.17%	49
2025 Q2	$1.52M	Hold	18,228	–	–	0.17%	61
2025 Q1	$1.39M	Hold	18,228	–	–	0.19%	56
2024 Q4	$1.4M	Hold	18,228	–	–	0.21%	57
2024 Q3	$1.44M	Hold	18,228	–	–	0.21%	53
2024 Q2	$1.36M	Hold	18,228	–	–	0.22%	59
2024 Q1	$1.34M	Hold	18,228	–	–	0.24%	50
2023 Q4	$1.26M	Hold	18,228	–	–	0.23%	81
2023 Q3	$1.16M	Hold	18,228	–	–	0.36%	61
2023 Q2	$1.21M	Buy	+18,228	New	+$1.17M	0.36%	63

Other funds holding AOA

Align Financial Hermantown, Minnesota $202M AUM

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cynosure Group's AOA Position: Q4 2025 in Review

Cynosure Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 18,228 shares — an estimated $1.61M sold.

Cynosure Group first reported a position in AOA in Q2 2023 and held it in 10 quarters. The position peaked at $1.61M in Q3 2025. 401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Cynosure Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
Cynosure Group sold 18,228 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $1.61M.
Cynosure Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and held it in 10 quarters.
Cynosure Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.61M in Q3 2025.
401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.