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

Axxcess 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 		– Sell
-2,578
Closed -$231K – 404
2025
Q4 		$231K Buy
+2,578
New +$230K ﹤0.01% 942

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 $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

Axxcess Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 2,578 shares — an estimated $231K sold.

Axxcess Wealth Management first reported a position in AOA in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 405 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,578 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $231K.
  • Axxcess Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $231K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.