Rockefeller Capital Management
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Rockefeller Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Rockefeller Capital Management’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
Q2 		$59.7M Buy
611,739
+55,052
+10% +$5.25M 0.09% 202
2026
Q1 		$49.3M Buy
556,687
+2,864
+0.5% +$261K 0.09% 220
2025
Q4 		$49.6M Buy
553,823
+9,563
+2% +$851K 0.09% 209
2025
Q3 		$48M Buy
544,260
+13,408
+3% +$1.14M 0.09% 197
2025
Q2 		$44.3M Buy
530,852
+5,791
+1% +$453K 0.1% 205
2025
Q1 		$40.2M Buy
525,061
+10,332
+2% +$805K 0.1% 199
2024
Q4 		$39.4M Buy
514,729
+52
+0% +$4.07K 0.1% 201
2024
Q3 		$40.6M Buy
514,677
+35,918
+8% +$2.73M 0.11% 186
2024
Q2 		$35.8M Buy
478,759
+14,120
+3% +$1.03M 0.1% 193
2024
Q1 		$34.1M Sell
464,639
-60
-0% -$4.23K 0.1% 216
2023
Q4 		$32.1M Buy
464,699
+34,851
+8% +$2.27M 0.11% 198
2023
Q3 		$27.3M Buy
429,848
+18,496
+4% +$1.22M 0.11% 213
2023
Q2 		$27.3M Buy
411,352
+3,754
+0.9% +$241K 0.11% 203
2023
Q1 		$25.9M Buy
407,598
+6,237
+2% +$389K 0.11% 207
2022
Q4 		$24M Buy
401,361
+5,309
+1% +$314K 0.12% 193
2022
Q3 		$22M Buy
396,052
+2,641
+0.7% +$160K 0.11% 197
2022
Q2 		$23.6M Buy
393,411
+11,065
+3% +$704K 0.13% 176
2022
Q1 		$26.4M Sell
382,346
-5,928
-2% -$410K 0.13% 177
2021
Q4 		$28.3M Buy
388,274
+14,403
+4% +$1.04M 0.13% 173
2021
Q3 		$26.1M Buy
373,871
+5,463
+1% +$389K 0.14% 172
2021
Q2 		$26M Sell
368,408
-1,446
-0.4% -$101K 0.15% 163
2021
Q1 		$24.8M Buy
+369,854
New +$24.4M 0.17% 144
2020
Q2 		– Sell
-302
Closed -$14K – 2570
2020
Q1 		$14K Buy
+302
New +$16.5K ﹤0.01% 1632

Other funds holding AOA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rockefeller Capital Management's AOA Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9.9% in Q2 2026, buying an estimated $5.25M and bringing the position to 611,739 shares worth $59.7M. The position accounts for 0.09% of the portfolio, ranked #202.

Rockefeller Capital Management first reported a position in AOA in Q1 2020 and has held it in 23 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Rockefeller Capital Management held 611,739 shares of iShares Core 80/20 Aggressive Allocation ETF worth $59.7M as of Q2 2026.
  • Rockefeller Capital Management bought 55,052 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $5.25M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Rockefeller Capital Management's portfolio in Q2 2026, its #202 holding.
  • Rockefeller Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and has held it in 23 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.