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Phillips Wealth Planners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Phillips Wealth Planners’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
-3,265
Closed -$247K – 174
2024
Q4 		$247K Buy
+3,265
New +$256K 0.25% 145

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 $6.37B AUM 23.22% 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

Phillips Wealth Planners's AOA Position: Q1 2025 in Review

Phillips Wealth Planners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 3,265 shares — an estimated $247K sold.

Phillips Wealth Planners first reported a position in AOA in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Phillips Wealth Planners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 3,265 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $247K.
  • Phillips Wealth Planners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 1 quarter.
  • Phillips Wealth Planners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $247K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Phillips Wealth Planners's 13F filing for Q1 2025, filed 23 Apr 2025.