Main Street Financial Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-4,000	Closed	-$353K	–	566
2025 Q3	$353K	Hold	4,000	–	–	0.02%	462
2025 Q2	$334K	Hold	4,000	–	–	0.02%	437
2025 Q1	$306K	Hold	4,000	–	–	0.03%	404
2024 Q4	$306K	Hold	4,000	–	–	0.03%	381
2024 Q3	$316K	Hold	4,000	–	–	0.03%	410
2024 Q2	$299K	Hold	4,000	–	–	0.03%	430
2024 Q1	$294K	Hold	4,000	–	–	0.03%	417
2023 Q4	$276K	Hold	4,000	–	–	0.04%	377
2023 Q3	$254K	Hold	4,000	–	–	0.04%	381
2023 Q2	$265K	Hold	4,000	–	–	0.04%	374
2023 Q1	$254K	Hold	4,000	–	–	0.04%	384
2022 Q4	$239K	Buy	+4,000	New	+$237K	0.04%	383

Other funds holding AOA

Align Financial Hermantown, Minnesota $176M AUM

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Main Street Financial Solutions's AOA Position: Q4 2025 in Review

Main Street Financial Solutions sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 4,000 shares — an estimated $353K sold.

Main Street Financial Solutions first reported a position in AOA in Q4 2022 and held it in 12 quarters. The position peaked at $353K in Q3 2025. 401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Main Street Financial Solutions reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
Main Street Financial Solutions sold 4,000 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $353K.
Main Street Financial Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 12 quarters.
Main Street Financial Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $353K in Q3 2025.
401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.