iShares Core Aggressive Allocation ETF (AOA)
ARCA ARCA Primary 
CXA Summary
AOA Chart
AOA: The 'Aggressive' Duration Is The Problem
AOA: The 'Aggressive' Duration Is The Problem
Staying Invested, Diversified and Ahead With ETFs
With AI-driven fears rising and uncertainties remaining high, diversification matters more than ever. Staying diversified with ETFs may be the smartest long-term move.
AOA: Mind The Equities Valuation (Rating Downgrade)
AOA has delivered strong returns since our initial 'Buy', but current equity valuations are stretched, prompting a downgrade to 'Hold'. The ETF's 80/20 equity-bond allocation offers aggressive growth, but exposes investors to deeper drawdowns during market downturns. Investors can efficiently reduce risk by reallocating to more conservative iShares funds like AOM or AOK, which have higher bond exposure.
iShares Core Aggressive Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 69,573 | $5.54M | $6.74M | $1.21M | 21.8% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 10,989 | $815,020.71 | $1.07M | $252,560.64 | 30.99% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 25,581 | $1.72M | $2.49M | $772,718.11 | 44.89% |
 Jeff Ameen Spire Wealth Management | 88 | $5,587.12 | $8,544.8 | $2,957.68 | 52.94% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,113 | $1.59M | $1.76M | $172,537.11 | 10.89% |
iShares Core Aggressive Allocation ETF (AOA) FAQ
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iShares Core Aggressive Allocation ETF Profile
| ARCA Exchange | US Country |
Overview
The fund operates as a fund of funds, dedicating its investment strategy to achieving its objectives by primarily investing in a selection of underlying funds. These underlying funds are designed to mirror the performance of their respective benchmarks. To adhere to its investment strategy, the fund commits at least 80% of its assets to the securities that make up the underlying index. This index is the product of a proprietary allocation model developed by S&P Dow Jones Indices LLC, aimed at measuring the performance of a diversified portfolio. This structure allows investors to engage in a broad range of securities through a single investment, simplifying the process of achieving portfolio diversification and exposure to a variety of assets.
Products and Services
- Investment in Underlying Funds
The fund primarily invests in selected underlying funds that aim to track their respective indexes. This layered investment strategy enables the fund to diversify its portfolio across a wide array of assets, minimizing risk while seeking to replicate the aggregate performance of these indexes.
- Adherence to S&P Dow Jones Indices LLC Allocation Model
It utilizes a proprietary allocation model developed by S&P Dow Jones Indices LLC to measure the performance of the fund's portfolio. This model guides the fund's investment selections, ensuring a strategic approach to asset allocation that aligns with the fund's investment objective and the performance of the underlying index.
