Atomic Invest LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Atomic Invest LLC’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	$123K	Buy	+1,366	New	+$122K	0.07%	64

Other funds holding AOA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atomic Invest LLC's AOA Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025: 1,366 shares worth $123K. The stake represents 0.07% of the portfolio and ranks #64 among its holdings.

407 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Atomic Invest LLC held 1,366 shares of iShares Core 80/20 Aggressive Allocation ETF worth $123K as of Q4 2025.
iShares Core 80/20 Aggressive Allocation ETF was a new Atomic Invest LLC position in Q4 2025.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Atomic Invest LLC's portfolio in Q4 2025, its #64 holding.
407 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.