Motiv8 Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Motiv8 Investments’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	$16	Buy	+184	New	+$16.4K	0.01%	407

Other funds holding AOA

Align Financial Hermantown, Minnesota $202M 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 $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $860M AUM 18.53% 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 $44.6B AUM 28.94% 1-Year Est. Return

Motiv8 Investments's AOA Position: Q4 2025 in Review

Motiv8 Investments opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025: 184 shares worth $16. The stake represents 0.01% of the portfolio and ranks #407 among its holdings.

401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Motiv8 Investments held 184 shares of iShares Core 80/20 Aggressive Allocation ETF worth $16 as of Q4 2025.
iShares Core 80/20 Aggressive Allocation ETF was a new Motiv8 Investments position in Q4 2025.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Motiv8 Investments's portfolio in Q4 2025, its #407 holding.
401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.