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

Elios Financial 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
Q2 		$407K Buy
4,880
+293
+6% +$22.9K 0.18% 94
2025
Q1 		$351K Buy
4,587
+518
+13% +$40.4K 0.17% 92
2024
Q4 		$312K Buy
4,069
+633
+18% +$49.6K 0.15% 94
2024
Q3 		$271K Buy
+3,436
New +$261K 0.13% 102

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elios Financial Group's AOA Position: Q2 2025 in Review

Elios Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.4% in Q2 2025, buying an estimated $22.9K and bringing the position to 4,880 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #94.

Elios Financial Group first reported a position in AOA in Q3 2024 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • Elios Financial Group held 4,880 shares of iShares Core 80/20 Aggressive Allocation ETF worth $407K as of Q2 2025.
  • Elios Financial Group bought 293 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $22.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.18% of Elios Financial Group's portfolio in Q2 2025, its #94 holding.
  • Elios Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.