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EPG Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

EPG Wealth Management’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 		– Sell
-400
Closed -$30.6K – 319
2025
Q1 		$30.6K Hold
400
– – 0.01% 321
2024
Q4 		$30.6K Hold
400
– – 0.01% 328
2024
Q3 		$31.6K Buy
+400
New +$30.4K 0.01% 327
2024
Q2 		– Sell
-400
Closed -$29.2K – 346
2024
Q1 		$29.4K Hold
400
– – 0.01% 345
2023
Q4 		$27.8K Hold
400
– – 0.01% 333
2023
Q3 		$25.4K Hold
400
– – 0.01% 328
2023
Q2 		$26.5K Hold
400
– – 0.01% 320
2023
Q1 		$25.4K Buy
+400
New +$25K 0.01% 325
2022
Q1 		– Sell
-600
Closed -$44K – 399
2021
Q4 		$44K Hold
600
– – 0.02% 298
2021
Q3 		$42K Buy
+600
New +$42.7K 0.02% 284
2020
Q2 		– Sell
-600
Closed -$28K – 171
2020
Q1 		$28K Hold
600
– – 0.02% 346
2019
Q4 		$35K Buy
+600
New +$33.8K 0.03% 275

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPG Wealth Management's AOA Position: Q2 2025 in Review

EPG Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025, closing a stake of 400 shares — an estimated $30.6K sold.

EPG Wealth Management first reported a position in AOA in Q4 2019 and held it in 12 quarters. The position peaked at $44K in Q4 2021. 356 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • EPG Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 400 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $30.6K.
  • EPG Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 12 quarters.
  • EPG Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $44K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.