Signet Financial Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Signet Financial 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
2025 Q1	–	Sell	-4,673	Closed	-$358K	–	282
2024 Q4	$358K	Buy	4,673 +247	+6%	+$19.3K	0.05%	212
2024 Q3	$349K	Buy	+4,426	New	+$336K	0.04%	214
2022 Q1	–	Sell	-560	Closed	-$41K	–	309
2021 Q4	$41K	Buy	+560	New	+$40.4K	0.01%	548
2018 Q4	–	Sell	-560	Closed	-$31K	–	272
2018 Q3	$31K	Sell	560 -160	-22%	-$8.66K	0.01%	456
2018 Q2	$38K	Hold	720	–	–	0.01%	427
2018 Q1	$39K	Buy	+720	New	+$39.3K	0.01%	386

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signet Financial Management's AOA Position: Q1 2025 in Review

Signet Financial Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 4,673 shares — an estimated $358K sold.

Signet Financial Management first reported a position in AOA in Q1 2018 and held it in 6 quarters. The position peaked at $358K in Q4 2024. 348 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Signet Financial Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Signet Financial Management sold 4,673 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $358K.
Signet Financial Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and held it in 6 quarters.
Signet Financial Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $358K in Q4 2024.
348 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Signet Financial Management's 13F filing for Q1 2025, filed 15 Apr 2025.