Janney Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Janney Capital 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 Q1	–	Sell	-3,562	Closed	-$273K	–	232
2024 Q4	$273K	Buy	+3,562	New	+$279K	0.02%	215
2024 Q1	–	Sell	-4,404	Closed	-$304K	–	236
2023 Q4	$304K	Buy	+4,404	New	+$287K	0.02%	204
2019 Q1	–	Sell	-32,282	Closed	-$1.57M	–	204
2018 Q4	$1.57M	Buy	+32,282	New	+$1.65M	0.08%	104
2017 Q1	–	Sell	-10,503	Closed	-$495K	–	179
2016 Q4	$495K	Buy	+10,503	New	+$493K	0.02%	129
2016 Q1	–	Sell	-65,101	Closed	-$2.92M	–	151
2015 Q4	$2.92M	Buy	+65,101	New	+$2.97M	0.13%	107

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Capital Management's AOA Position: Q1 2025 in Review

Janney Capital Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 3,562 shares — an estimated $273K sold.

Janney Capital Management first reported a position in AOA in Q4 2015 and held it in 5 quarters. The position peaked at $2.92M in Q4 2015. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Janney Capital Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Janney Capital Management sold 3,562 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $273K.
Janney Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and held it in 5 quarters.
Janney Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.92M in Q4 2015.
346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Janney Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.