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Marcum Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Marcum Wealth’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 		– Sell
-4,916
Closed -$377K – 406
2024
Q4 		$377K Buy
+4,916
New +$385K 0.03% 241
2024
Q1 		– Sell
-4,307
Closed -$297K – 398
2023
Q4 		$297K Buy
+4,307
New +$281K 0.03% 255

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

Marcum Wealth's AOA Position: Q1 2025 in Review

Marcum Wealth sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 4,916 shares — an estimated $377K sold.

Marcum Wealth first reported a position in AOA in Q4 2023 and held it in 2 quarters. The position peaked at $377K in Q4 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Marcum Wealth reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 4,916 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $377K.
  • Marcum Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 2 quarters.
  • Marcum Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $377K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.