Strategic Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Strategic Wealth Partners’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	–	Sell	-350	Closed	-$30.8K	–	1461
2025 Q3	$30.8K	Buy	+350	New	+$29.8K	﹤0.01%	645
2019 Q4	–	Sell	-1	Closed	–	–	156
2019 Q3	$0	Hold	1	–	–	﹤0.01%	724
2019 Q2	$0	Hold	1	–	–	﹤0.01%	731
2019 Q1	$0	Hold	1	–	–	﹤0.01%	766
2018 Q4	$0	Hold	1	–	–	﹤0.01%	681
2018 Q3	$0	Hold	1	–	–	﹤0.01%	636
2018 Q2	$0	Buy	+1	New	+$54	﹤0.01%	745

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

MFIM

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Strategic Wealth Partners's AOA Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 350 shares — an estimated $30.8K sold.

Strategic Wealth Partners first reported a position in AOA in Q2 2018 and held it in 7 quarters. The position peaked at $30.8K in Q3 2025. 405 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Strategic Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 350 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $30.8K.
Strategic Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and held it in 7 quarters.
Strategic Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $30.8K in Q3 2025.
405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.