Wealthspire Advisors (New York)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wealthspire Advisors (New York)’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	-1,909	Closed	-$168K	–	1126
2025 Q3	$168K	Buy	+1,909	New	+$163K	﹤0.01%	853
2024 Q3	–	Sell	-3,165	Closed	-$237K	–	755
2024 Q2	$237K	Buy	3,165 +105	+3%	+$7.67K	﹤0.01%	587
2024 Q1	$225K	Sell	3,060 -750	-20%	-$52.9K	﹤0.01%	573
2023 Q4	$263K	Buy	+3,810	New	+$248K	﹤0.01%	555

Other funds holding AOA

Align Financial Hermantown, Minnesota $202M AUM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $8.07B AUM 24.97% 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

Wealthspire Advisors (New York)'s AOA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 1,909 shares — an estimated $168K sold.

Wealthspire Advisors (New York) first reported a position in AOA in Q4 2023 and held it in 4 quarters. The position peaked at $263K in Q4 2023. 402 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,909 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $168K.
Wealthspire Advisors (New York) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 4 quarters.
Wealthspire Advisors (New York)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $263K in Q4 2023.
402 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.