Old Mission Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Old Mission Capital’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	–	Sell	-4,527	Closed	-$399K	–	1013
2025 Q3	$399K	Buy	+4,527	New	+$386K	0.01%	793
2025 Q2	–	Sell	-17,244	Closed	-$1.32M	–	1045
2025 Q1	$1.32M	Buy	+17,244	New	+$1.34M	0.02%	314
2024 Q4	–	Sell	-39,099	Closed	-$3.09M	–	909
2024 Q3	$3.09M	Buy	+39,099	New	+$2.97M	0.04%	256
2021 Q4	–	Sell	-21,437	Closed	-$1.5M	–	1022
2021 Q3	$1.5M	Buy	+21,437	New	+$1.53M	0.06%	283

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $9.72B AUM 29.41% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Old Mission Capital's AOA Position: Q4 2025 in Review

Old Mission Capital sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 4,527 shares — an estimated $399K sold.

Old Mission Capital first reported a position in AOA in Q3 2021 and held it in 4 quarters. The position peaked at $3.09M in Q3 2024. 405 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Old Mission Capital reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 4,527 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $399K.
Old Mission Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and held it in 4 quarters.
Old Mission Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.09M in Q3 2024.
405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.