CIP
AOA icon

Capital Insight Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Capital Insight 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 		– Sell
-20,322
Closed -$1.82M – 8
2025
Q4 		$1.82M Buy
20,322
+697
+4% +$62.1K 0.39% 66
2025
Q3 		$1.73M Sell
19,625
-6
-0% -$511 0.29% 75
2025
Q2 		$1.64M Buy
19,631
+372
+2% +$29.1K 0.28% 79
2025
Q1 		$1.47M Sell
19,259
-475
-2% -$37K 0.26% 80
2024
Q4 		$1.51M Sell
19,734
-202
-1% -$15.8K 0.26% 82
2024
Q3 		$1.57M Buy
19,936
+369
+2% +$28K 0.28% 77
2024
Q2 		$1.46M Buy
19,567
+188
+1% +$13.7K 0.28% 79
2024
Q1 		$1.42M Sell
19,379
-517
-3% -$36.5K 0.27% 78
2023
Q4 		$1.37M Buy
19,896
+651
+3% +$42.4K 0.28% 79
2023
Q3 		$1.22M Buy
19,245
+1,033
+6% +$67.9K 0.28% 81
2023
Q2 		$1.21M Buy
18,212
+1,195
+7% +$76.9K 0.27% 86
2023
Q1 		$1.08M Buy
17,017
+763
+5% +$47.6K 0.25% 92
2022
Q4 		$971K Buy
16,254
+899
+6% +$53.2K 0.25% 90
2022
Q3 		$851K Buy
15,355
+234
+2% +$14.2K 0.23% 92
2022
Q2 		$906K Buy
15,121
+829
+6% +$52.8K 0.21% 103
2022
Q1 		$985K Sell
14,292
-6
-0% -$415 0.2% 107
2021
Q4 		$1.04M Buy
14,298
+1,316
+10% +$94.9K 0.21% 109
2021
Q3 		$906K Buy
12,982
+784
+6% +$55.8K 0.2% 118
2021
Q2 		$862K Buy
12,198
+487
+4% +$33.9K 0.19% 119
2021
Q1 		$784K Sell
11,711
-436
-4% -$28.8K 0.19% 118
2020
Q4 		$780K Sell
12,147
-56
-0.5% -$3.42K 0.2% 117
2020
Q3 		$708K Buy
12,203
+875
+8% +$50.5K 0.2% 117
2020
Q2 		$622K Buy
11,328
+2,815
+33% +$146K 0.2% 118
2020
Q1 		$404K Buy
8,513
+4,119
+94% +$226K 0.21% 77
2019
Q4 		$255K Buy
+4,394
New +$248K 0.12% 89

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $617B AUM 30.33% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Capital Insight Partners's AOA Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 20,322 shares — an estimated $1.82M sold.

Capital Insight Partners first reported a position in AOA in Q4 2019 and held it in 25 quarters. The position peaked at $1.82M in Q4 2025. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 20,322 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $1.82M.
  • Capital Insight Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.82M in Q4 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.