WSFS
AOA icon

Wilmington Savings Fund Society’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wilmington Savings Fund Society’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
-406
Closed -$33.9K – 1405
2025
Q2 		$33.9K Buy
+406
New +$31.7K ﹤0.01% 1319

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 $58.2B AUM 22.78% 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 $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $249M AUM 12.24% 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 $860M AUM 18.53% 1-Year Est. Return

Wilmington Savings Fund Society's AOA Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 406 shares — an estimated $33.9K sold.

Wilmington Savings Fund Society first reported a position in AOA in Q2 2025 and held it in 1 quarter. The position peaked at $33.9K in Q2 2025. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 406 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $33.9K.
  • Wilmington Savings Fund Society first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's iShares Core 80/20 Aggressive Allocation ETF position peaked at $33.9K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.