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

VCI Wealth Management’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
-34,129
Closed -$2.85M – 120
2025
Q2 		$2.85M Buy
34,129
+344
+1% +$26.9K 1% 21
2025
Q1 		$2.58M Sell
33,785
-31,546
-48% -$2.46M 1.08% 20
2024
Q4 		$5.01M Buy
+65,331
New +$5.12M 2.12% 14

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

VCI Wealth Management's AOA Position: Q3 2025 in Review

VCI Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 34,129 shares — an estimated $2.85M sold.

VCI Wealth Management first reported a position in AOA in Q4 2024 and held it in 3 quarters. The position peaked at $5.01M in Q4 2024. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • VCI Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • VCI Wealth Management sold 34,129 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $2.85M.
  • VCI Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 3 quarters.
  • VCI Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.01M in Q4 2024.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on VCI Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.