Zacks Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Zacks Investment Management’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 Q1	–	Sell	-2,828	Closed	-$217K	–	655
2024 Q4	$217K	Buy	+2,828	New	+$221K	﹤0.01%	614
2024 Q1	–	Sell	-3,354	Closed	-$232K	–	640
2023 Q4	$232K	Buy	+3,354	New	+$219K	﹤0.01%	571
2023 Q1	–	Sell	-17,682	Closed	-$1.06M	–	632
2022 Q4	$1.06M	Buy	+17,682	New	+$1.05M	0.01%	349

Other funds holding AOA

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zacks Investment Management's AOA Position: Q1 2025 in Review

Zacks Investment Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 2,828 shares — an estimated $217K sold.

Zacks Investment Management first reported a position in AOA in Q4 2022 and held it in 3 quarters. The position peaked at $1.06M in Q4 2022. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Zacks Investment Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Zacks Investment Management sold 2,828 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $217K.
Zacks Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 3 quarters.
Zacks Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.06M in Q4 2022.
346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.