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

VestGen 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 Q4	–	Sell	-7,099	Closed	-$626K	–	757
2025 Q3	$626K	Hold	7,099	–	–	0.02%	444
2025 Q2	$592K	Hold	7,099	–	–	0.02%	397
2025 Q1	$543K	Buy	+7,099	New	+$553K	0.02%	375

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

VestGen Advisors's AOA Position: Q4 2025 in Review

VestGen Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 7,099 shares — an estimated $626K sold.

VestGen Advisors first reported a position in AOA in Q1 2025 and held it in 3 quarters. The position peaked at $626K in Q3 2025. 406 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

VestGen Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
VestGen Advisors sold 7,099 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $626K.
VestGen Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and held it in 3 quarters.
VestGen Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $626K in Q3 2025.
406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.