Vermillion & White Wealth Management Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Vermillion & White Wealth Management 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
2026 Q1	–	Sell	-44	Closed	-$3.94K	–	94
2025 Q4	$3.94K	Hold	44	–	–	﹤0.01%	444
2025 Q3	$3.88K	Hold	44	–	–	﹤0.01%	462
2025 Q2	$3.67K	Hold	44	–	–	﹤0.01%	434
2025 Q1	$3.37K	Hold	44	–	–	﹤0.01%	409
2024 Q4	$3.37K	Hold	44	–	–	﹤0.01%	300
2024 Q3	$3.47K	Hold	44	–	–	﹤0.01%	275
2024 Q2	$3.29K	Hold	44	–	–	﹤0.01%	286
2024 Q1	$3.23K	Hold	44	–	–	﹤0.01%	273
2023 Q4	$3.04K	Buy	+44	New	+$2.87K	﹤0.01%	232

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $38.8B AUM 21.88% 1-Year Est. Return

Vermillion & White Wealth Management Group's AOA Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 44 shares — an estimated $3.94K sold.

Vermillion & White Wealth Management Group first reported a position in AOA in Q4 2023 and held it in 9 quarters. The position peaked at $3.94K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 44 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $3.94K.
Vermillion & White Wealth Management Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.94K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.