AE Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

AE Wealth 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
2026 Q1	$695K	Buy	7,853 +85	+1%	+$7.74K	﹤0.01%	965
2025 Q4	$696K	Sell	7,768 -306	-4%	-$27.2K	﹤0.01%	920
2025 Q3	$712K	Sell	8,074 -213	-3%	-$18.1K	﹤0.01%	844
2025 Q2	$691K	Sell	8,287 -133	-2%	-$10.4K	0.01%	820
2025 Q1	$644K	Buy	8,420 +116	+1%	+$9.04K	0.01%	842
2024 Q4	$636K	Buy	8,304 +860	+12%	+$67.4K	0.01%	829
2024 Q3	$587K	Sell	7,444 -1,133	-13%	-$86.1K	0.01%	843
2024 Q2	$641K	Sell	8,577 -2,294	-21%	-$168K	0.01%	816
2024 Q1	$799K	Sell	10,871 -30,666	-74%	-$2.16M	0.01%	704
2023 Q4	$2.88M	Buy	41,537 +1,216	+3%	+$79.2K	0.01%	780
2023 Q3	$2.56M	Sell	40,321 -401	-1%	-$26.4K	0.02%	763
2023 Q2	$2.7M	Buy	40,722 +327	+0.8%	+$21K	0.02%	741
2023 Q1	$2.57M	Buy	40,395 +1,465	+4%	+$91.5K	0.02%	706
2022 Q4	$2.33M	Buy	38,930 +80	+0.2%	+$4.74K	0.02%	689
2022 Q3	$2.15M	Buy	38,850 +190	+0.5%	+$11.5K	0.02%	670
2022 Q2	$2.31M	Buy	38,660 +1,200	+3%	+$76.4K	0.02%	621
2022 Q1	$2.58M	Buy	37,460 +4,164	+13%	+$288K	0.02%	634
2021 Q4	$2.42M	Buy	33,296 +4,591	+16%	+$331K	0.02%	637
2021 Q3	$2M	Sell	28,705 -3,610	-11%	-$257K	0.02%	647
2021 Q2	$2.28M	Sell	32,315 -544	-2%	-$37.8K	0.02%	596
2021 Q1	$2.2M	Buy	32,859 +2,853	+10%	+$188K	0.02%	543
2020 Q4	$1.93M	Buy	30,006 +5,798	+24%	+$354K	0.02%	505
2020 Q3	$1.4M	Buy	24,208 +2,546	+12%	+$147K	0.02%	530
2020 Q2	$1.19M	Sell	21,662 -680	-3%	-$35.4K	0.02%	565
2020 Q1	$1.06M	Sell	22,342 -26,656	-54%	-$1.46M	0.02%	472
2019 Q4	$2.84M	Buy	48,998 +30,576	+166%	+$1.72M	0.06%	274
2019 Q3	$1.01M	Buy	18,422 +4,083	+28%	+$222K	0.03%	441
2019 Q2	$791K	Buy	14,339 +8,589	+149%	+$464K	0.02%	466
2019 Q1	$308K	Buy	+5,750	New	+$298K	0.02%	454
2018 Q4	–	Sell	-4,506	Closed	-$246K	–	482
2018 Q3	$246K	Buy	+4,506	New	+$244K	0.01%	503
2018 Q1	–	Sell	-7,017	Closed	-$378K	–	454
2017 Q4	$378K	Buy	7,017 +3,038	+76%	+$166K	0.03%	274
2017 Q3	$213K	Buy	+3,979	New	+$209K	0.02%	373

Other funds holding AOA

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

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

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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

MFIM

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

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

AE Wealth Management's AOA Position: Q1 2026 in Review

AE Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.1% in Q1 2026, buying an estimated $7.74K and bringing the position to 7,853 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

AE Wealth Management first reported a position in AOA in Q3 2017 and has held it in 32 quarters since. The position peaked at $2.88M in Q4 2023. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

AE Wealth Management held 7,853 shares of iShares Core 80/20 Aggressive Allocation ETF worth $695K as of Q1 2026.
AE Wealth Management bought 85 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $7.74K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #965 holding.
AE Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and has held it in 32 quarters since.
AE Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.88M in Q4 2023.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.