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Strid Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Strid Group’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
-3,588
Closed -$275K – 63
2024
Q4 		$275K Buy
3,588
+19
+0.5% +$1.49K 0.04% 50
2024
Q3 		$282K Buy
3,569
+10
+0.3% +$760 0.04% 49
2024
Q2 		$266K Buy
3,559
+115
+3% +$8.41K 0.04% 49
2024
Q1 		$253K Hold
3,444
– – 0.05% 47
2023
Q4 		$238K Buy
3,444
+12
+0.3% +$782 0.05% 46
2023
Q3 		$218K Hold
3,432
– – 0.05% 45
2023
Q2 		$228K Hold
3,432
– – 0.05% 45
2023
Q1 		$218K Buy
+3,432
New +$214K 0.05% 43
2022
Q2 		– Sell
-3,185
Closed -$220K – 41
2022
Q1 		$220K Hold
3,185
– – 0.05% 42
2021
Q4 		$232K Hold
3,185
– – 0.05% 38
2021
Q3 		$222K Hold
3,185
– – 0.05% 39
2021
Q2 		$223K Hold
3,185
– – 0.05% 37
2021
Q1 		$213K Buy
+3,185
New +$210K 0.05% 37
2020
Q1 		– Sell
-3,516
Closed -$204K – 27
2019
Q4 		$204K Buy
+3,516
New +$198K 0.06% 26
2019
Q1 		– Sell
-4,391
Closed -$215K – 23
2018
Q4 		$215K Hold
4,391
– – 0.09% 30
2018
Q3 		$240K Hold
4,391
– – 0.09% 22
2018
Q2 		$234K Hold
4,391
– – 0.09% 23
2018
Q1 		$236K Hold
4,391
– – 0.09% 21
2017
Q4 		$238K Hold
4,391
– – 0.09% 26
2017
Q3 		$235K Sell
4,391
-1
-0% -$53 0.09% 24
2017
Q2 		$227K Buy
+4,392
New +$224K 0.1% 22
2016
Q4 		$221K Buy
4,640
+1
+0% +$47 0.09% 26
2016
Q3 		$220K Hold
4,639
– – 0.1% 21
2016
Q2 		$213K Buy
4,639
+3
+0.1% +$137 0.09% 38
2016
Q1 		$210K Buy
4,636
+1
+0% +$43 0.14% 32
2015
Q4 		$208K Buy
+4,635
New +$211K 0.09% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strid Group's AOA Position: Q1 2025 in Review

Strid Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 3,588 shares — an estimated $275K sold.

Strid Group first reported a position in AOA in Q4 2015 and held it in 26 quarters. The position peaked at $282K in Q3 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Strid Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Strid Group sold 3,588 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $275K.
  • Strid Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and held it in 26 quarters.
  • Strid Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $282K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Strid Group's 13F filing for Q1 2025, filed 25 Apr 2025.