LMKC
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L.M. Kohn & Company’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

L.M. Kohn & Company’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
-3,256
Closed -$272K – 131
2025
Q2 		$272K Buy
3,256
+221
+7% +$17.3K 0.07% 222
2025
Q1 		$232K Buy
+3,035
New +$236K 0.06% 240

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

L.M. Kohn & Company's AOA Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 3,256 shares — an estimated $272K sold.

L.M. Kohn & Company first reported a position in AOA in Q1 2025 and held it in 2 quarters. The position peaked at $272K in Q2 2025. 376 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,256 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $272K.
  • L.M. Kohn & Company first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and held it in 2 quarters.
  • L.M. Kohn & Company's iShares Core 80/20 Aggressive Allocation ETF position peaked at $272K in Q2 2025.
  • 376 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.