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Richards, Merrill & Peterson’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-859
Closed -$65.7K – 214
2025
Q1 		$65.7K Hold
859
– – 0.03% 227
2024
Q4 		$65.8K Buy
+859
New +$67.3K 0.03% 219

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richards, Merrill & Peterson's AOA Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025, closing a stake of 859 shares — an estimated $65.7K sold.

Richards, Merrill & Peterson first reported a position in AOA in Q4 2024 and held it in 2 quarters. The position peaked at $65.8K in Q4 2024. 356 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 859 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $65.7K.
  • Richards, Merrill & Peterson first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares Core 80/20 Aggressive Allocation ETF position peaked at $65.8K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.