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Martin Worley Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Martin Worley 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
Q1 		– Sell
-2,861
Closed -$219K – 84
2024
Q4 		$219K Buy
+2,861
New +$224K 0.14% 80

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Martin Worley Group's AOA Position: Q1 2025 in Review

Martin Worley Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 2,861 shares — an estimated $219K sold.

Martin Worley Group first reported a position in AOA in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 348 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Martin Worley Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Martin Worley Group sold 2,861 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $219K.
  • Martin Worley Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 1 quarter.
  • Martin Worley Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $219K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Martin Worley Group's 13F filing for Q1 2025, filed 21 Apr 2025.