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Lane & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Lane & Associates’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 		$474K Buy
6,192
+129
+2% +$10.1K 0.26% 68
2024
Q4 		$476K Sell
6,063
-393
-6% -$30.8K 0.25% 67
2024
Q3 		$509K Sell
6,456
-38
-0.6% -$2.89K 0.28% 67
2024
Q2 		$486K Buy
6,494
+20
+0.3% +$1.46K 0.29% 66
2024
Q1 		$476K Buy
6,474
+25
+0.4% +$1.76K 0.3% 65
2023
Q4 		$445K Buy
6,449
+1,175
+22% +$76.6K 0.32% 64
2023
Q3 		$335K Buy
5,274
+60
+1% +$3.94K 0.27% 72
2023
Q2 		$346K Sell
5,214
-259
-5% -$16.7K 0.28% 69
2023
Q1 		$348K Buy
5,473
+1,423
+35% +$88.9K 0.31% 60
2022
Q4 		$242K Buy
+4,050
New +$240K 0.23% 79

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lane & Associates's AOA Position: Q1 2025 in Review

Lane & Associates increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.1% in Q1 2025, buying an estimated $10.1K and bringing the position to 6,192 shares worth $474K. The position accounts for 0.26% of the portfolio, ranked #68.

Lane & Associates first reported a position in AOA in Q4 2022 and has held it in 10 quarters since. The position peaked at $509K in Q3 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Lane & Associates held 6,192 shares of iShares Core 80/20 Aggressive Allocation ETF worth $474K as of Q1 2025.
  • Lane & Associates bought 129 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $10.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.26% of Lane & Associates's portfolio in Q1 2025, its #68 holding.
  • Lane & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $509K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.