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Ashton Thomas Private Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ashton Thomas Private Wealth’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 		$204K Buy
2,304
+70
+3% +$6.38K ﹤0.01% 1040
2025
Q4 		$200K Sell
2,234
-63
-3% -$5.61K ﹤0.01% 971
2025
Q3 		$202K Buy
+2,297
New +$196K 0.01% 934
2024
Q3 		– Sell
-76
Closed -$5.68K – 679
2024
Q2 		$5.68K Buy
+76
New +$5.55K ﹤0.01% 1510

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

Ashton Thomas Private Wealth's AOA Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.1% in Q1 2026, buying an estimated $6.38K and bringing the position to 2,304 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Ashton Thomas Private Wealth first reported a position in AOA in Q2 2024 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Ashton Thomas Private Wealth held 2,304 shares of iShares Core 80/20 Aggressive Allocation ETF worth $204K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 70 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $6.38K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1040 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.