Smith Anglin Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Smith Anglin Financial’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	-2,694	Closed	-$206K	–	215
2024 Q4	$206K	Buy	+2,694	New	+$211K	0.02%	202
2022 Q1	–	Sell	-11,676	Closed	-$850K	–	139
2021 Q4	$850K	Buy	+11,676	New	+$842K	0.15%	62
2021 Q3	–	Sell	-8,926	Closed	-$631K	–	137
2021 Q2	$631K	Buy	+8,926	New	+$621K	0.12%	74

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

Smith Anglin Financial's AOA Position: Q1 2025 in Review

Smith Anglin Financial sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 2,694 shares — an estimated $206K sold.

Smith Anglin Financial first reported a position in AOA in Q2 2021 and held it in 3 quarters. The position peaked at $850K in Q4 2021. 348 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Smith Anglin Financial reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Smith Anglin Financial sold 2,694 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $206K.
Smith Anglin Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2021 and held it in 3 quarters.
Smith Anglin Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $850K in Q4 2021.
348 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Smith Anglin Financial's 13F filing for Q1 2025, filed 10 Apr 2025.