RPCA
AOA icon

Running Point Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Running Point Capital 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
Q4 		$202K Hold
2,250
– – 0.05% 124
2025
Q3 		$198K Hold
2,250
– – 0.05% 128
2025
Q2 		$188K Buy
+2,250
New +$176K 0.05% 123

Other funds holding AOA

AF
Align Financial Hermantown, Minnesota $176M AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 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 $38.8B AUM 21.88% 1-Year Est. Return

Running Point Capital Advisors's AOA Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q4 2025 at 2,250 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #124.

Running Point Capital Advisors first reported a position in AOA in Q2 2025 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • Running Point Capital Advisors held 2,250 shares of iShares Core 80/20 Aggressive Allocation ETF worth $202K as of Q4 2025.
  • Running Point Capital Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q4 2025.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Running Point Capital Advisors's portfolio in Q4 2025, its #124 holding.
  • Running Point Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.