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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

AF
Align Financial Hermantown, Minnesota $176M AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return