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Marshall Financial Group (Pennsylvania)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$613K Sell
6,951
-926
-12% -$78.9K 0.17% 37
2025
Q2 		$657K Sell
7,877
-50
-0.6% -$3.91K 0.2% 36
2025
Q1 		$606K Sell
7,927
-562
-7% -$43.8K 0.19% 36
2024
Q4 		$650K Buy
8,489
+103
+1% +$8.07K 0.2% 36
2024
Q3 		$662K Buy
8,386
+145
+2% +$11K 0.2% 36
2024
Q2 		$616K Buy
8,241
+1,098
+15% +$80.3K 0.2% 36
2024
Q1 		$525K Buy
7,143
+282
+4% +$19.9K 0.17% 40
2023
Q4 		$474K Buy
6,861
+494
+8% +$32.2K 0.17% 40
2023
Q3 		$404K Buy
6,367
+21
+0.3% +$1.38K 0.16% 40
2023
Q2 		$421K Buy
6,346
+815
+15% +$52.4K 0.16% 40
2023
Q1 		$352K Sell
5,531
-353
-6% -$22K 0.14% 43
2022
Q4 		$352K Buy
5,884
+30
+0.5% +$1.78K 0.15% 43
2022
Q3 		$325K Buy
5,854
+153
+3% +$9.3K 0.15% 44
2022
Q2 		$341K Sell
5,701
-653
-10% -$41.6K 0.15% 45
2022
Q1 		$438K Buy
6,354
+443
+7% +$30.6K 0.17% 42
2021
Q4 		$430K Buy
5,911
+193
+3% +$13.9K 0.17% 44
2021
Q3 		$399K Buy
5,718
+107
+2% +$7.62K 0.17% 42
2021
Q2 		$396K Sell
5,611
-961
-15% -$66.8K 0.17% 42
2021
Q1 		$440K Buy
6,572
+694
+12% +$45.8K 0.2% 39
2020
Q4 		$377K Buy
+5,878
New +$359K 0.18% 41
2020
Q3 		– Sell
-4,086
Closed -$224K – 54
2020
Q2 		$224K Buy
+4,086
New +$213K 0.15% 45

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 $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 $860M AUM 18.53% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s AOA Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q3 2025, selling an estimated $78.9K and leaving 6,951 shares worth $613K. The position accounts for 0.17% of the portfolio, ranked #37.

Marshall Financial Group (Pennsylvania) first reported a position in AOA in Q2 2020 and has held it in 21 quarters since. The position peaked at $662K in Q3 2024. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 6,951 shares of iShares Core 80/20 Aggressive Allocation ETF worth $613K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 926 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $78.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.17% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #37 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2020 and has held it in 21 quarters since.
  • Marshall Financial Group (Pennsylvania)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $662K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.