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

Brighton Jones 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 		$773K Buy
+8,740
New +$796K 0.02% 543
2025
Q4 		– Sell
-8,854
Closed -$780K – 104
2025
Q3 		$780K Buy
8,854
+52
+0.6% +$4.43K 0.02% 472
2025
Q2 		$734K Buy
8,802
+216
+3% +$16.9K 0.02% 407
2025
Q1 		$657K Hold
8,586
– – 0.02% 326
2024
Q4 		$658K Sell
8,586
-509
-6% -$39.9K 0.02% 335
2024
Q3 		$718K Buy
9,095
+643
+8% +$48.9K 0.03% 257
2024
Q2 		$632K Buy
8,452
+18
+0.2% +$1.32K 0.02% 302
2024
Q1 		$620K Sell
8,434
-537
-6% -$37.9K 0.02% 306
2023
Q4 		$619K Buy
8,971
+85
+1% +$5.54K 0.03% 279
2023
Q3 		$564K Buy
8,886
+558
+7% +$36.7K 0.03% 264
2023
Q2 		$552K Sell
8,328
-215
-3% -$13.8K 0.03% 284
2023
Q1 		$543K Buy
8,543
+1,916
+29% +$120K 0.03% 270
2022
Q4 		$396K Sell
6,627
-246
-4% -$14.6K 0.02% 286
2022
Q3 		$381K Sell
6,873
-474
-6% -$28.8K 0.02% 286
2022
Q2 		$440K Buy
7,347
+1,873
+34% +$119K 0.03% 271
2022
Q1 		$377K Buy
5,474
+13
+0.2% +$899 0.02% 324
2021
Q4 		$398K Buy
5,461
+218
+4% +$15.7K 0.02% 315
2021
Q3 		$366K Buy
5,243
+167
+3% +$11.9K 0.02% 322
2021
Q2 		$359K Buy
5,076
+1,330
+36% +$92.5K 0.02% 315
2021
Q1 		$251K Sell
3,746
-829
-18% -$54.8K 0.01% 350
2020
Q4 		$294K Buy
4,575
+799
+21% +$48.8K 0.02% 294
2020
Q3 		$219K Buy
+3,776
New +$218K 0.02% 299

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

Brighton Jones LLC's AOA Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026: 8,740 shares worth $773K. The stake represents 0.02% of the portfolio and ranks #543 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in AOA as recently as Q3 2025.

Brighton Jones LLC first reported a position in AOA in Q3 2020 and has held it in 22 quarters since. The position peaked at $780K in Q3 2025. 405 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Brighton Jones LLC held 8,740 shares of iShares Core 80/20 Aggressive Allocation ETF worth $773K as of Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #543 holding.
  • Brighton Jones LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and has held it in 22 quarters since.
  • Brighton Jones LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $780K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.