Carson Wealth (CWM LLC)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $373K | Buy |
4,220
+739
| +21% | +$67.3K | ﹤0.01% | 2238 |
|
|
2025
Q4 | $312K | Buy |
3,481
+155
| +5% | +$13.8K | ﹤0.01% | 2231 |
|
|
2025
Q3 | $293K | Buy |
3,326
+578
| +21% | +$49.2K | ﹤0.01% | 2156 |
|
|
2025
Q2 | $229K | Buy |
2,748
+167
| +6% | +$13.1K | ﹤0.01% | 2057 |
|
|
2025
Q1 | $197K | Sell |
2,581
-443
| -15% | -$34.5K | ﹤0.01% | 1928 |
|
|
2024
Q4 | $232K | Buy |
3,024
+2,128
| +238% | +$167K | ﹤0.01% | 1732 |
|
|
2024
Q3 | $71K | Sell |
896
-431
| -32% | -$32.7K | ﹤0.01% | 2418 |
|
|
2024
Q2 | $99K | Sell |
1,327
-108
| -8% | -$7.89K | ﹤0.01% | 1980 |
|
|
2024
Q1 | $105K | Sell |
1,435
-1,663
| -54% | -$117K | ﹤0.01% | 1851 |
|
|
2023
Q4 | $214K | Sell |
3,098
-332
| -10% | -$21.6K | ﹤0.01% | 1399 |
|
|
2023
Q3 | $218K | Buy |
3,430
+2,359
| +220% | +$155K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $71K | Sell |
1,071
-31
| -3% | -$1.99K | ﹤0.01% | 1759 |
|
|
2023
Q1 | $70K | Sell |
1,102
-244
| -18% | -$15.2K | ﹤0.01% | 1678 |
|
|
2022
Q4 | $80K | Sell |
1,346
-184
| -12% | -$10.9K | ﹤0.01% | 1478 |
|
|
2022
Q3 | $85K | Sell |
1,530
-3,890
| -72% | -$236K | ﹤0.01% | 1402 |
|
|
2022
Q2 | $325K | Buy |
5,420
+464
| +9% | +$29.5K | ﹤0.01% | 867 |
|
|
2022
Q1 | $342K | Buy |
4,956
+2,508
| +102% | +$173K | ﹤0.01% | 838 |
|
|
2021
Q4 | $178K | Buy |
+2,448
| New | +$176K | ﹤0.01% | 1074 |
|
|
2021
Q2 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2021
Q1 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2020
Q4 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2020
Q3 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2020
Q2 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2020
Q1 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2019
Q4 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2019
Q3 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2019
Q2 | $198K | Hold |
2,802
| – | – | ﹤0.01% | 911 |
|
|
2019
Q1 | $198K | Sell |
2,802
-2,290
| -45% | -$119K | ﹤0.01% | 911 |
|
|
2018
Q4 | $247K | Buy |
5,092
+472
| +10% | +$24.1K | 0.01% | 557 |
|
|
2018
Q3 | $252K | Buy |
4,620
+2,862
| +163% | +$155K | 0.01% | 480 |
|
|
2018
Q2 | $94K | Buy |
1,758
+703
| +67% | +$37.8K | ﹤0.01% | 529 |
|
|
2018
Q1 | $56K | Sell |
1,055
-135
| -11% | -$7.37K | ﹤0.01% | 536 |
|
|
2017
Q4 | $64K | Sell |
1,190
-4
| -0.3% | -$218 | ﹤0.01% | 491 |
|
|
2017
Q3 | $64K | Buy |
1,194
+500
| +72% | +$26.3K | ﹤0.01% | 475 |
|
|
2017
Q2 | $36K | Buy |
+694
| New | +$35.4K | ﹤0.01% | 527 |
|
Other funds holding AOA
EIG
JSA
FIA
MFIM
Carson Wealth (CWM LLC)'s AOA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 21% in Q1 2026, buying an estimated $67.3K and bringing the position to 4,220 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.
Carson Wealth (CWM LLC) first reported a position in AOA in Q2 2017 and has held it in 35 quarters since. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,220 shares of iShares Core 80/20 Aggressive Allocation ETF worth $373K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 739 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $67.3K.
- iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2238 holding.
- Carson Wealth (CWM LLC) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2017 and has held it in 35 quarters since.
- 406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.