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

Napa Wealth Management’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 		$215K Buy
2,435
+37
+2% +$3.15K 0.1% 138
2025
Q2 		$200K Buy
+2,398
New +$188K 0.1% 129
2025
Q1 		– Sell
-2,784
Closed -$209K – 161
2024
Q4 		$209K Sell
2,784
-944
-25% -$73.9K 0.09% 160
2024
Q3 		$288K Sell
3,728
-421
-10% -$32K 0.14% 140
2024
Q2 		$306K Buy
+4,149
New +$303K 0.21% 84

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
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 $44.6B AUM 28.94% 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 $249M AUM 12.24% 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

Napa Wealth Management's AOA Position: Q3 2025 in Review

Napa Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.5% in Q3 2025, buying an estimated $3.15K and bringing the position to 2,435 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #138.

Napa Wealth Management first reported a position in AOA in Q2 2024 and has held it in 5 quarters since. The position peaked at $306K in Q2 2024. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Napa Wealth Management held 2,435 shares of iShares Core 80/20 Aggressive Allocation ETF worth $215K as of Q3 2025.
  • Napa Wealth Management bought 37 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $3.15K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.1% of Napa Wealth Management's portfolio in Q3 2025, its #138 holding.
  • Napa Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 5 quarters since.
  • Napa Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $306K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.