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Siligmueller & Norvid Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Siligmueller & Norvid 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
2025
Q3 		$242K Buy
+2,741
New +$233K 0.11% 141

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's AOA Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025: 2,741 shares worth $242K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings.

374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 2,741 shares of iShares Core 80/20 Aggressive Allocation ETF worth $242K as of Q3 2025.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #141 holding.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.