BlueStem Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

BlueStem Wealth Partners’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	$1.21M	Sell	12,377 -270	-2%	-$25.8K	0.12%	60
2026 Q1	$1.12M	Buy	12,647 +169	+1%	+$15.4K	0.12%	59
2025 Q4	$1.12M	Buy	12,478 +255	+2%	+$22.7K	0.12%	58
2025 Q3	$1.08M	Sell	12,223 -1,376	-10%	-$117K	0.12%	51
2025 Q2	$1.13M	Hold	13,599	–	–	0.14%	47
2025 Q1	$1.04M	Sell	13,599 -309	-2%	-$24.1K	0.14%	44
2024 Q4	$1.07M	Buy	+13,908	New	+$1.09M	0.14%	44

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

BlueStem Wealth Partners's AOA Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.1% in Q2 2026, selling an estimated $25.8K and leaving 12,377 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #60.

BlueStem Wealth Partners first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

BlueStem Wealth Partners held 12,377 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.21M as of Q2 2026.
BlueStem Wealth Partners sold 270 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $25.8K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of BlueStem Wealth Partners's portfolio in Q2 2026, its #60 holding.
BlueStem Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.