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

PFG Private 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
Q4 		– Sell
-7,507
Closed -$662K – 75
2025
Q3 		$662K Buy
+7,507
New +$639K 0.3% 65

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

PFG Private Wealth Management's AOA Position: Q4 2025 in Review

PFG Private Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 7,507 shares — an estimated $662K sold.

PFG Private Wealth Management first reported a position in AOA in Q3 2025 and held it in 1 quarter. The position peaked at $662K in Q3 2025. 401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • PFG Private Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 7,507 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $662K.
  • PFG Private Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $662K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.