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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
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
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 $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 $43.3B AUM 29.3% 1-Year Est. Return

BlueStem Wealth Partners's AOA Position: Q1 2026 in Review

BlueStem Wealth Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q1 2026, buying an estimated $15.4K and bringing the position to 12,647 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #59.

BlueStem Wealth Partners first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • BlueStem Wealth Partners held 12,647 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.12M as of Q1 2026.
  • BlueStem Wealth Partners bought 169 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $15.4K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of BlueStem Wealth Partners's portfolio in Q1 2026, its #59 holding.
  • BlueStem Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.13M in Q2 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.