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Archvest Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Archvest Wealth Advisors’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 		$238K Sell
2,687
-423
-14% -$38.5K 0.15% 64
2025
Q4 		$279K Sell
3,110
-828
-21% -$73.7K 0.18% 51
2025
Q3 		$347K Sell
3,938
-48,112
-92% -$4.1M 0.31% 46
2025
Q2 		$4.34M Sell
52,050
-624
-1% -$48.8K 3.78% 8
2025
Q1 		$4.03M Sell
52,674
-181
-0.3% -$14.1K 3.33% 11
2024
Q4 		$4.05M Sell
52,855
-836
-2% -$65.5K 2.94% 12
2024
Q3 		$4.24M Buy
53,691
+885
+2% +$67.2K 2.69% 9
2024
Q2 		$3.95M Buy
52,806
+7,417
+16% +$542K 2.62% 10
2024
Q1 		$3.32M Buy
45,389
+867
+2% +$61.2K 2.35% 11
2023
Q4 		$3.07M Buy
44,522
+1,177
+3% +$76.7K 2.32% 11
2023
Q3 		$2.75M Buy
43,345
+2,756
+7% +$181K 2.24% 12
2023
Q2 		$2.69M Buy
40,589
+1,739
+4% +$112K 2.21% 13
2023
Q1 		$2.47M Sell
38,850
-729
-2% -$45.5K 2.19% 13
2022
Q4 		$2.36M Buy
39,579
+6,076
+18% +$360K 2.34% 13
2022
Q3 		$1.86M Buy
33,503
+2,043
+6% +$124K 1.9% 13
2022
Q2 		$1.88M Buy
31,460
+480
+2% +$30.6K 1.88% 13
2022
Q1 		$2.14M Sell
30,980
-38
-0.1% -$2.63K 1.93% 13
2021
Q4 		$2.26M Buy
+31,018
New +$2.24M 1.96% 13

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 $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Archvest Wealth Advisors's AOA Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 14% in Q1 2026, selling an estimated $38.5K and leaving 2,687 shares worth $238K. The position accounts for 0.15% of the portfolio, ranked #64.

Archvest Wealth Advisors first reported a position in AOA in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.34M in Q2 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Archvest Wealth Advisors held 2,687 shares of iShares Core 80/20 Aggressive Allocation ETF worth $238K as of Q1 2026.
  • Archvest Wealth Advisors sold 423 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $38.5K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.15% of Archvest Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • Archvest Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 18 quarters since.
  • Archvest Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4.34M in Q2 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.