KWM
AOA icon

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

Keebeck 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 		– Sell
-2,407
Closed -$201K – 359
2025
Q2 		$201K Buy
+2,407
New +$188K 0.03% 327
2024
Q4 		– Sell
-2,578
Closed -$203K – 280
2024
Q3 		$203K Buy
+2,578
New +$196K 0.03% 245
2024
Q1 		– Sell
-4,640
Closed -$320K – 277
2023
Q4 		$320K Buy
4,640
+579
+14% +$37.7K 0.05% 213
2023
Q3 		$258K Buy
4,061
+1
+0% +$66 0.04% 226
2023
Q2 		$269K Hold
4,060
– – 0.04% 232
2023
Q1 		$258K Sell
4,060
-185
-4% -$11.6K 0.04% 221
2022
Q4 		$254K Sell
4,245
-2,586
-38% -$153K 0.04% 209
2022
Q3 		$379K Sell
6,831
-139
-2% -$8.45K 0.07% 171
2022
Q2 		$417K Sell
6,970
-3,298
-32% -$210K 0.08% 169
2022
Q1 		$708K Buy
10,268
+95
+0.9% +$6.57K 0.12% 135
2021
Q4 		$741K Sell
10,173
-1,709
-14% -$123K 0.13% 123
2021
Q3 		$829K Sell
11,882
-239
-2% -$17K 0.16% 115
2021
Q2 		$856K Sell
12,121
-273
-2% -$19K 0.12% 128
2021
Q1 		$830K Buy
12,394
+8,454
+215% +$558K 0.13% 126
2020
Q4 		$253K Buy
+3,940
New +$241K 0.04% 192

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

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

Keebeck Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 2,407 shares — an estimated $201K sold.

Keebeck Wealth Management first reported a position in AOA in Q4 2020 and held it in 15 quarters. The position peaked at $856K in Q2 2021. 376 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Keebeck Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 2,407 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $201K.
  • Keebeck Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 15 quarters.
  • Keebeck Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $856K in Q2 2021.
  • 376 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Keebeck Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.