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RFP Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

RFP Financial 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
2025
Q4 		– Sell
-5,282
Closed -$405K – 84
2025
Q3 		$405K Sell
5,282
-690
-12% -$58.8K 0.16% 69
2025
Q2 		$498K Sell
5,972
-83
-1% -$6.49K 0.21% 62
2025
Q1 		$463K Buy
6,055
+706
+13% +$55K 0.19% 75
2024
Q4 		$410K Sell
5,349
-367
-6% -$28.7K 0.16% 69
2024
Q3 		$451K Buy
5,716
+506
+10% +$38.4K 0.15% 70
2024
Q2 		$390K Buy
5,210
+795
+18% +$58.1K 0.14% 75
2024
Q1 		$324K Buy
4,415
+3,542
+406% +$250K 0.13% 78
2023
Q4 		$60.3K Buy
873
+378
+76% +$24.6K 0.02% 181
2023
Q3 		$31.4K Buy
495
+26
+6% +$1.71K 0.01% 236
2023
Q2 		$31.1K Buy
469
+342
+269% +$22K 0.01% 259
2023
Q1 		$8.1K Hold
127
– – 0.01% 309
2022
Q4 		$7.61K Buy
+127
New +$7.52K ﹤0.01% 442

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $9.72B AUM 29.41% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RFP Financial Group's AOA Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 5,282 shares — an estimated $405K sold.

RFP Financial Group first reported a position in AOA in Q4 2022 and held it in 12 quarters. The position peaked at $498K in Q2 2025. 407 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • RFP Financial Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 5,282 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $405K.
  • RFP Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 12 quarters.
  • RFP Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $498K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.