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Aspiriant LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Aspiriant LLC’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
Q2 		$1.31M Buy
13,397
+78
+0.6% +$7.44K 0.03% 155
2026
Q1 		$1.18M Buy
13,319
+92
+0.7% +$8.38K 0.03% 144
2025
Q4 		$1.18M Buy
13,227
+409
+3% +$36.4K 0.03% 152
2025
Q3 		$1.13M Buy
12,818
+130
+1% +$11.1K 0.03% 138
2025
Q2 		$1.06M Buy
12,688
+5,710
+82% +$447K 0.03% 143
2025
Q1 		$534K Hold
6,978
– – 0.02% 185
2024
Q4 		$535K Buy
6,978
+23
+0.3% +$1.8K 0.02% 186
2024
Q3 		$549K Buy
6,955
+152
+2% +$11.5K 0.02% 184
2024
Q2 		$509K Sell
6,803
-1,219
-15% -$89.1K 0.02% 190
2024
Q1 		$589K Sell
8,022
-2,471
-24% -$174K 0.02% 181
2023
Q4 		$725K Sell
10,493
-209
-2% -$13.6K 0.03% 166
2023
Q3 		$679K Sell
10,702
-76
-0.7% -$5K 0.03% 158
2023
Q2 		$715K Buy
10,778
+155
+1% +$9.97K 0.04% 162
2023
Q1 		$676K Sell
10,623
-579
-5% -$36.2K 0.04% 156
2022
Q4 		$669K Buy
11,202
+2,702
+32% +$160K 0.03% 156
2022
Q3 		$472K Buy
+8,500
New +$517K 0.02% 171

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Aspiriant LLC's AOA Position: Q2 2026 in Review

Aspiriant LLC increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.59% in Q2 2026, buying an estimated $7.44K and bringing the position to 13,397 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #155.

Aspiriant LLC first reported a position in AOA in Q3 2022 and has held it in 16 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Aspiriant LLC held 13,397 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.31M as of Q2 2026.
  • Aspiriant LLC bought 78 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $7.44K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Aspiriant LLC's portfolio in Q2 2026, its #155 holding.
  • Aspiriant LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and has held it in 16 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.