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Transce3nd’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Transce3nd’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
-435
Closed -$36.3K – 204
2025
Q2 		$36.3K Sell
435
-27
-6% -$2.11K 0.02% 340
2025
Q1 		$35.3K Sell
462
-35
-7% -$2.73K 0.02% 340
2024
Q4 		$38.1K Buy
+497
New +$38.9K 0.01% 431

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
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
WA
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

Transce3nd's AOA Position: Q3 2025 in Review

Transce3nd sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 435 shares — an estimated $36.3K sold.

Transce3nd first reported a position in AOA in Q4 2024 and held it in 3 quarters. The position peaked at $38.1K in Q4 2024. 376 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Transce3nd reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 435 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $36.3K.
  • Transce3nd first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's iShares Core 80/20 Aggressive Allocation ETF position peaked at $38.1K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.