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GWN Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

GWN Securities’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 		– Sell
-2,438
Closed -$215K – 443
2025
Q3 		$215K Sell
2,438
-2,685
-52% -$229K 0.05% 352
2025
Q2 		$429K Sell
5,123
-1,373
-21% -$107K 0.08% 236
2025
Q1 		$497K Buy
6,496
+369
+6% +$28.8K 0.03% 460
2024
Q4 		$474K Buy
+6,127
New +$480K 0.13% 161

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GWN Securities's AOA Position: Q4 2025 in Review

GWN Securities sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 2,438 shares — an estimated $215K sold.

GWN Securities first reported a position in AOA in Q4 2024 and held it in 4 quarters. The position peaked at $497K in Q1 2025. 407 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • GWN Securities reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • GWN Securities sold 2,438 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $215K.
  • GWN Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 4 quarters.
  • GWN Securities's iShares Core 80/20 Aggressive Allocation ETF position peaked at $497K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on GWN Securities's 13F filing for Q4 2025, filed 11 Feb 2026.