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

Iron Horse 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	$6K	Hold	72	–	–	﹤0.01%	352
2025 Q1	$5.51K	Hold	72	–	–	﹤0.01%	344
2024 Q4	$5.52K	Hold	72	–	–	﹤0.01%	295
2024 Q3	$5.68K	Hold	72	–	–	﹤0.01%	290
2024 Q2	$5.38K	Hold	72	–	–	﹤0.01%	265
2024 Q1	$5.29K	Hold	72	–	–	﹤0.01%	249
2023 Q4	$4.97K	Hold	72	–	–	﹤0.01%	259
2023 Q3	$4.57K	Hold	72	–	–	﹤0.01%	274
2023 Q2	$4.78K	Hold	72	–	–	﹤0.01%	189
2023 Q1	$4.58K	Hold	72	–	–	﹤0.01%	208
2022 Q4	$4K	Buy	+72	New	+$4.26K	﹤0.01%	159
2022 Q3	–	Sell	-72	Closed	-$4K	–	140
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	153
2022 Q1	$5K	Hold	72	–	–	﹤0.01%	156
2021 Q4	$5K	Hold	72	–	–	﹤0.01%	139
2021 Q3	$5K	Hold	72	–	–	﹤0.01%	132
2021 Q2	$5K	Hold	72	–	–	﹤0.01%	140
2021 Q1	$5K	Hold	72	–	–	﹤0.01%	132
2020 Q4	$5K	Buy	+72	New	+$4.4K	﹤0.01%	127

Other funds holding AOA

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's AOA Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2025 at 72 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Iron Horse Wealth Management first reported a position in AOA in Q4 2020 and has held it in 18 quarters since. 356 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

Iron Horse Wealth Management held 72 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6K as of Q2 2025.
Iron Horse Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2025.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #352 holding.
Iron Horse Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 18 quarters since.
356 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.