SWA
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Sightline Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sightline Wealth 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
2026
Q1 		$245K Buy
2,766
+2
+0.1% +$182 0.1% 72
2025
Q4 		$248K Buy
2,764
+128
+5% +$11.4K 0.11% 80
2025
Q3 		$232K Buy
2,636
+18
+0.7% +$1.53K 0.1% 81
2025
Q2 		$218K Buy
+2,618
New +$205K 0.11% 79
2023
Q3 		– Sell
-3,207
Closed -$204K – 70
2023
Q2 		$204K Buy
+3,207
New +$206K 0.2% 53
2022
Q2 		– Sell
-2,991
Closed -$206K – 52
2022
Q1 		$206K Sell
2,991
-457
-13% -$31.6K 0.17% 50
2021
Q4 		$252K Sell
3,448
-1,342
-28% -$96.7K 0.23% 44
2021
Q3 		$334K Sell
4,790
-638
-12% -$45.4K 0.28% 40
2021
Q2 		$384K Buy
5,428
+103
+2% +$7.16K 0.32% 41
2021
Q1 		$357K Buy
5,325
+175
+3% +$11.6K 0.33% 40
2020
Q4 		$331K Buy
+5,150
New +$315K 0.33% 40

Other funds holding AOA

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
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