Vestmark Advisory Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Vestmark Advisory Solutions’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	-3,578	Closed	-$320K	–	1332
2025 Q4	$320K	Buy	+3,578	New	+$319K	﹤0.01%	1091
2023 Q1	–	Sell	-13,980	Closed	-$835K	–	857
2022 Q4	$835K	Buy	+13,980	New	+$828K	0.04%	465

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Vestmark Advisory Solutions's AOA Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 3,578 shares — an estimated $320K sold.

Vestmark Advisory Solutions first reported a position in AOA in Q4 2022 and held it in 2 quarters. The position peaked at $835K in Q4 2022. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Vestmark Advisory Solutions reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Vestmark Advisory Solutions sold 3,578 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $320K.
Vestmark Advisory Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 2 quarters.
Vestmark Advisory Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $835K in Q4 2022.
406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.