Prosperity Consulting Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Prosperity Consulting Group’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
2026 Q1	$7.31M	Buy	82,575 +7,120	+9%	+$649K	0.33%	55
2025 Q4	$6.76M	Buy	75,455 +4,576	+6%	+$407K	0.3%	60
2025 Q3	$6.25M	Buy	70,879 +11,218	+19%	+$955K	0.31%	60
2025 Q2	$4.98M	Buy	59,661 +6,674	+13%	+$522K	0.36%	63
2025 Q1	$4.05M	Buy	52,987 +9,619	+22%	+$749K	0.31%	79
2024 Q4	$3.32M	Buy	43,368 +4,185	+11%	+$328K	0.25%	92
2024 Q3	$3.09M	Buy	39,183 +9,414	+32%	+$715K	0.24%	97
2024 Q2	$2.23M	Buy	29,769 +5,955	+25%	+$435K	0.3%	88
2024 Q1	$1.75M	Buy	23,814 +9,447	+66%	+$667K	0.22%	107
2023 Q4	$992K	Buy	+14,367	New	+$936K	0.33%	64

Other funds holding AOA

Rockefeller Capital Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors

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