MSG
AOA icon

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

Main Street Group’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
-7
Closed -$584 – 813
2025
Q2 		$584 Buy
+7
New +$547 ﹤0.01% 702

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 $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

Main Street Group's AOA Position: Q3 2025 in Review

Main Street Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 7 shares — an estimated $584 sold.

Main Street Group first reported a position in AOA in Q2 2025 and held it in 1 quarter. The position peaked at $584 in Q2 2025. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Main Street Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Main Street Group sold 7 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $584.
  • Main Street Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Main Street Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $584 in Q2 2025.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Main Street Group's 13F filing for Q3 2025, filed 7 Nov 2025.