PCWA
AOA icon

Pacific Capital Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-524
Closed -$40.1K – 104
2024
Q4 		$40.1K Buy
524
+78
+17% +$6.11K 0.01% 166
2024
Q3 		$35.2K Buy
446
+108
+32% +$8.21K 0.01% 188
2024
Q2 		$25.3K Buy
+338
New +$24.7K ﹤0.01% 207

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 $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's AOA Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 524 shares — an estimated $40.1K sold.

Pacific Capital Wealth Advisors first reported a position in AOA in Q2 2024 and held it in 3 quarters. The position peaked at $40.1K in Q4 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 524 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $40.1K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $40.1K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.