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

Trajan Wealth’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
Q2 		– Sell
-7,523
Closed -$576K – 145
2025
Q1 		$576K Buy
+7,523
New +$586K 0.03% 116

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
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 $6.37B AUM 23.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trajan Wealth's AOA Position: Q2 2025 in Review

Trajan Wealth sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025, closing a stake of 7,523 shares — an estimated $576K sold.

Trajan Wealth first reported a position in AOA in Q1 2025 and held it in 1 quarter. The position peaked at $576K in Q1 2025. 356 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • Trajan Wealth reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Trajan Wealth sold 7,523 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $576K.
  • Trajan Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Trajan Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $576K in Q1 2025.
  • 356 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Trajan Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.