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

FSA 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 Q3	$24.1K	Hold	241	–	–	0.01%	232
2025 Q2	$21.7K	Hold	241	–	–	0.01%	234
2025 Q1	$20.1K	Buy	241 +211	+703%	+$16.4K	0.01%	222
2024 Q4	$2.29K	Buy	30 +1	+3%	+$78	﹤0.01%	473
2024 Q3	$2.33K	Buy	+29	New	+$2.2K	﹤0.01%	481
2024 Q1	$2.14K	Hold	29	–	–	﹤0.01%	539
2023 Q4	$2K	Buy	+29	New	+$1.89K	﹤0.01%	517
2020 Q3	–	Sell	-28	Closed	-$2K	–	73
2020 Q2	$2K	Hold	28	–	–	﹤0.01%	356
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	362
2019 Q4	$2K	Buy	+28	New	+$1.58K	﹤0.01%	432

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 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 $743M AUM 15.2% 1-Year Est. Return

FSA Wealth Management's AOA Position: Q3 2025 in Review

FSA Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2025 at 241 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #232.

FSA Wealth Management first reported a position in AOA in Q4 2019 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

FSA Wealth Management held 241 shares of iShares Core 80/20 Aggressive Allocation ETF worth $24.1K as of Q3 2025.
FSA Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2025.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #232 holding.
FSA Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 10 quarters since.
374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.