Pineridge Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Pineridge 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 Q3	$3.93K	Hold	45	–	–	﹤0.01%	300
2025 Q2	$3.77K	Hold	45	–	–	﹤0.01%	346
2025 Q1	$3.45K	Hold	45	–	–	﹤0.01%	355
2024 Q4	$3.45K	Buy	45 +1	+2%	+$78	﹤0.01%	432
2024 Q3	$3.51K	Hold	44	–	–	﹤0.01%	394
2024 Q2	$3.31K	Hold	44	–	–	﹤0.01%	422
2024 Q1	$3.24K	Hold	44	–	–	﹤0.01%	416
2023 Q4	$3.03K	Buy	+44	New	+$2.87K	﹤0.01%	577

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

Pineridge Advisors's AOA Position: Q3 2025 in Review

Pineridge Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2025 at 45 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Pineridge Advisors first reported a position in AOA in Q4 2023 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

Pineridge Advisors held 45 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.93K as of Q3 2025.
Pineridge Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2025.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #300 holding.
Pineridge Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 8 quarters since.
374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.