Financial Advocates Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Financial Advocates Investment 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 Q3	$6.31M	Buy	71,608 +342	+0.5%	+$29.1K	3.55%	3
2025 Q2	$5.94M	Buy	71,266 +2,010	+3%	+$157K	0.48%	37
2025 Q1	$5.3M	Buy	69,256 +2,583	+4%	+$201K	0.37%	53
2024 Q4	$5.11M	Buy	66,673 +8,630	+15%	+$676K	0.29%	73
2024 Q3	$5.2M	Buy	58,043 +19,644	+51%	+$1.49M	0.29%	77
2024 Q2	$2.87M	Sell	38,399 -3,116	-8%	-$228K	0.18%	125
2024 Q1	$3.59M	Buy	41,515 +20,767	+100%	+$1.47M	0.21%	111
2023 Q4	$1.51M	Buy	20,748 +6,932	+50%	+$452K	0.1%	208
2023 Q3	$893K	Buy	13,816 +10,142	+276%	+$667K	0.06%	292
2023 Q2	$244K	Buy	3,674 +377	+11%	+$24.3K	0.02%	584
2023 Q1	$210K	Buy	+3,297	New	+$206K	0.02%	671
2022 Q2	–	Sell	-2,991	Closed	-$207K	–	690
2022 Q1	$207K	Hold	2,991	–	–	0.01%	677
2021 Q4	$218K	Sell	2,991 -95	-3%	-$6.85K	0.01%	707
2021 Q3	$272K	Buy	3,086 +103	+3%	+$7.34K	0.02%	629
2021 Q2	$211K	Sell	2,983 -118	-4%	-$8.21K	0.01%	693
2021 Q1	$208K	Sell	3,101 -2,623	-46%	-$173K	0.01%	705
2020 Q4	$887K	Buy	5,724 +2,203	+63%	+$135K	0.06%	325
2020 Q3	$204K	Sell	3,521 -14,892	-81%	-$859K	0.02%	583
2020 Q2	$1.2M	Buy	18,413 +13,209	+254%	+$687K	0.11%	216
2020 Q1	$247K	Buy	5,204 +645	+14%	+$35.3K	0.04%	393
2019 Q4	$264K	Buy	4,559 +204	+5%	+$11.5K	0.03%	421
2019 Q3	$239K	Buy	4,355 +283	+7%	+$15.4K	0.03%	425
2019 Q2	$225K	Sell	4,072 -464	-10%	-$25.1K	0.03%	423
2019 Q1	$243K	Buy	+4,536	New	+$235K	0.03%	399
2018 Q4	–	Sell	-4,934	Closed	-$270K	–	427
2018 Q3	$270K	Buy	4,934 +848	+21%	+$45.9K	0.03%	417
2018 Q2	$218K	Buy	4,086 +131	+3%	+$7.05K	0.03%	445
2018 Q1	$212K	Buy	+3,955	New	+$216K	0.03%	442

Other funds holding AOA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $8.07B AUM 24.97% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

EIG

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

Financial Advocates Investment Management's AOA Position: Q3 2025 in Review

Financial Advocates Investment Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.48% in Q3 2025, buying an estimated $29.1K and bringing the position to 71,608 shares worth $6.31M. The position accounts for 3.55% of the portfolio, ranked #3.

Financial Advocates Investment Management first reported a position in AOA in Q1 2018 and has held it in 27 quarters since. 375 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

Financial Advocates Investment Management held 71,608 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.31M as of Q3 2025.
Financial Advocates Investment Management bought 342 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $29.1K.
iShares Core 80/20 Aggressive Allocation ETF made up 3.55% of Financial Advocates Investment Management's portfolio in Q3 2025, its #3 holding.
Financial Advocates Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and has held it in 27 quarters since.
375 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.