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Discipline Wealth Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Discipline Wealth Solutions’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
-2,412
Closed -$213K – 169
2025
Q3 		$213K Buy
+2,412
New +$205K 0.06% 147

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Discipline Wealth Solutions's AOA Position: Q4 2025 in Review

Discipline Wealth Solutions sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 2,412 shares — an estimated $213K sold.

Discipline Wealth Solutions first reported a position in AOA in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 407 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • Discipline Wealth Solutions reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Discipline Wealth Solutions sold 2,412 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $213K.
  • Discipline Wealth Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and held it in 1 quarter.
  • Discipline Wealth Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $213K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Discipline Wealth Solutions's 13F filing for Q4 2025, filed 26 Jan 2026.