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 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 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

Aspiriant LLC's AOA Position: Q1 2026 in Review

Aspiriant LLC increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.7% in Q1 2026, buying an estimated $8.38K and bringing the position to 13,319 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #144.

Aspiriant LLC first reported a position in AOA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Aspiriant LLC held 13,319 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.18M as of Q1 2026.
Aspiriant LLC bought 92 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $8.38K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Aspiriant LLC's portfolio in Q1 2026, its #144 holding.
Aspiriant LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and has held it in 15 quarters since.
Aspiriant LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.18M in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.