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Old Second National Bank of Aurora’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Old Second National Bank of Aurora’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
-205
Closed -$18.1K – 289
2025
Q3 		$18.1K Hold
205
– – ﹤0.01% 234
2025
Q2 		$17.1K Hold
205
– – ﹤0.01% 238
2025
Q1 		$15.7K Buy
205
+195
+1,950% +$15.2K ﹤0.01% 255
2024
Q4 		$766 Buy
+10
New +$783 ﹤0.01% 404

Other funds holding AOA

AF
Align Financial Hermantown, Minnesota $202M 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 $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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Old Second National Bank of Aurora's AOA Position: Q4 2025 in Review

Old Second National Bank of Aurora sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 205 shares — an estimated $18.1K sold.

Old Second National Bank of Aurora first reported a position in AOA in Q4 2024 and held it in 4 quarters. The position peaked at $18.1K in Q3 2025. 401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • Old Second National Bank of Aurora reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 205 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $18.1K.
  • Old Second National Bank of Aurora first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 4 quarters.
  • Old Second National Bank of Aurora's iShares Core 80/20 Aggressive Allocation ETF position peaked at $18.1K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Old Second National Bank of Aurora's 13F filing for Q4 2025, filed 27 Jan 2026.