TPG Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

TPG Financial 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	–	Sell	-2,769	Closed	-$231K	–	67
2025 Q2	$231K	Sell	2,769 -114	-4%	-$8.91K	0.09%	62
2025 Q1	$221K	Buy	2,883 +89	+3%	+$6.93K	0.1%	58
2024 Q4	$214K	Sell	2,794 -17	-0.6%	-$1.33K	0.09%	59
2024 Q3	$222K	Buy	2,811 +96	+4%	+$7.29K	0.1%	65
2024 Q2	$203K	Buy	+2,715	New	+$198K	0.1%	67
2023 Q4	–	Sell	-3,441	Closed	-$218K	–	59
2023 Q3	$218K	Buy	3,441 +218	+7%	+$14.3K	0.11%	53
2023 Q2	$214K	Sell	3,223 -3,547	-52%	-$228K	0.11%	49
2023 Q1	$431K	Sell	6,770 -99	-1%	-$6.18K	0.24%	33
2022 Q4	$410K	Buy	6,869 +2,130	+45%	+$126K	0.25%	34
2022 Q3	$263K	Sell	4,739 -1,142	-19%	-$69.4K	0.16%	38
2022 Q2	$352K	Buy	5,881 +87	+2%	+$5.54K	0.24%	33
2022 Q1	$399K	Buy	5,794 +174	+3%	+$12K	0.24%	33
2021 Q4	$409K	Buy	5,620 +111	+2%	+$8K	0.25%	29
2021 Q3	$385K	Buy	5,509 +482	+10%	+$34.3K	0.25%	31
2021 Q2	$355K	Buy	5,027 +390	+8%	+$27.1K	0.25%	30
2021 Q1	$310K	Buy	4,637 +514	+12%	+$33.9K	0.22%	32
2020 Q4	$265K	Buy	4,123 +61	+2%	+$3.73K	0.2%	35
2020 Q3	$236K	Buy	4,062 +121	+3%	+$6.98K	0.2%	35
2020 Q2	$216K	Buy	+3,941	New	+$205K	0.19%	36
2020 Q1	–	Sell	-3,641	Closed	-$211K	–	46
2019 Q4	$211K	Buy	+3,641	New	+$205K	0.17%	47

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

EIG

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

TPG Financial Advisors's AOA Position: Q3 2025 in Review

TPG Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 2,769 shares — an estimated $231K sold.

TPG Financial Advisors first reported a position in AOA in Q4 2019 and held it in 20 quarters. The position peaked at $431K in Q1 2023. 376 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

TPG Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
TPG Financial Advisors sold 2,769 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $231K.
TPG Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 20 quarters.
TPG Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $431K in Q1 2023.
376 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on TPG Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.