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

Aprio 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 		$289K Buy
3,270
+219
+7% +$19.9K 0.02% 494
2025
Q4 		$300K Buy
3,051
+38
+1% +$3.38K 0.02% 437
2025
Q3 		$266K Buy
3,013
+22
+0.7% +$1.87K 0.03% 354
2025
Q2 		$249K Buy
2,991
+9
+0.3% +$704 0.03% 337
2025
Q1 		$228K Hold
2,982
– – 0.03% 329
2024
Q4 		$228K Buy
2,982
+39
+1% +$3.06K 0.03% 276
2024
Q3 		$232K Buy
2,943
+21
+0.7% +$1.59K 0.04% 242
2024
Q2 		$219K Buy
2,922
+8
+0.3% +$585 0.04% 230
2024
Q1 		$214K Buy
+2,914
New +$206K 0.04% 207
2022
Q1 		– Sell
-2,820
Closed -$205K – 85
2021
Q4 		$205K Buy
+2,820
New +$203K 0.09% 72

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
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
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.8B AUM 21.88% 1-Year Est. Return

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

Aprio Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.2% in Q1 2026, buying an estimated $19.9K and bringing the position to 3,270 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #494.

Aprio Wealth Management first reported a position in AOA in Q4 2021 and has held it in 10 quarters since. The position peaked at $300K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Aprio Wealth Management held 3,270 shares of iShares Core 80/20 Aggressive Allocation ETF worth $289K as of Q1 2026.
  • Aprio Wealth Management bought 219 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $19.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #494 holding.
  • Aprio Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 10 quarters since.
  • Aprio Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $300K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.