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

Lindbrook Capital’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	$62.7K	Hold	820	–	–	0.01%	898
2024 Q4	$62.8K	Hold	820	–	–	0.01%	715
2024 Q3	$64.7K	Hold	820	–	–	0.01%	708
2024 Q2	$61.3K	Hold	820	–	–	0.01%	713
2024 Q1	$60.2K	Hold	820	–	–	0.01%	713
2023 Q4	$56.6K	Hold	820	–	–	0.01%	712
2023 Q3	$52.1K	Hold	820	–	–	0.01%	675
2023 Q2	$54.4K	Hold	820	–	–	0.01%	691
2023 Q1	$52.1K	Hold	820	–	–	0.01%	680
2022 Q4	$49K	Hold	820	–	–	0.01%	705
2022 Q3	$45K	Hold	820	–	–	0.01%	672
2022 Q2	$49K	Hold	820	–	–	0.01%	662
2022 Q1	$57K	Hold	820	–	–	0.01%	642
2021 Q4	$60K	Buy	+820	New	+$59.1K	0.01%	655

Other funds holding AOA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 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

Lindbrook Capital's AOA Position: Q1 2025 in Review

Lindbrook Capital held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2025 at 820 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #898.

Lindbrook Capital first reported a position in AOA in Q4 2021 and has held it in 14 quarters since. The position peaked at $64.7K in Q3 2024. 347 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Lindbrook Capital held 820 shares of iShares Core 80/20 Aggressive Allocation ETF worth $62.7K as of Q1 2025.
Lindbrook Capital left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2025.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #898 holding.
Lindbrook Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $64.7K in Q3 2024.
347 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.