Clear Creek Financial Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clear Creek Financial Management’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	$921K	Buy	10,406 +834	+9%	+$76K	0.07%	267
2025 Q4	$857K	Sell	9,572 -153	-2%	-$13.6K	0.07%	270
2025 Q3	$857K	Buy	9,725 +286	+3%	+$24.4K	0.07%	258
2025 Q2	$787K	Sell	9,439 -380	-4%	-$29.7K	0.07%	265
2025 Q1	$751K	Sell	9,819 -1,913	-16%	-$149K	0.08%	241
2024 Q4	$899K	Sell	11,732 -581	-5%	-$45.5K	0.1%	209
2024 Q3	$972K	Sell	12,313 -142	-1%	-$10.8K	0.11%	174
2024 Q2	$931K	Buy	12,455 +43	+0.3%	+$3.14K	0.11%	167
2024 Q1	$911K	Buy	12,412 +513	+4%	+$36.2K	0.12%	161
2023 Q4	$821K	Buy	11,899 +698	+6%	+$45.5K	0.13%	137
2023 Q3	$711K	Buy	11,201 +906	+9%	+$59.5K	0.12%	135
2023 Q2	$683K	Buy	10,295 +784	+8%	+$50.4K	0.12%	142
2023 Q1	$605K	Buy	9,511 +2,012	+27%	+$126K	0.11%	139
2022 Q4	$448K	Buy	7,499 +200	+3%	+$11.8K	0.1%	162
2022 Q3	$405K	Sell	7,299 -171	-2%	-$10.4K	0.09%	161
2022 Q2	$447K	Sell	7,470 -2,156	-22%	-$137K	0.09%	164
2022 Q1	$664K	Buy	9,626 +352	+4%	+$24.3K	0.1%	159
2021 Q4	$675K	Sell	9,274 -176	-2%	-$12.7K	0.1%	158
2021 Q3	$660K	Buy	9,450 +231	+3%	+$16.5K	0.11%	164
2021 Q2	$651K	Buy	9,219 +1,165	+14%	+$81K	0.1%	162
2021 Q1	$561K	Sell	8,054 -7,820	-49%	-$516K	1.13%	31
2020 Q4	$1.02M	Buy	+15,874	New	+$970K	0.2%	114
2020 Q3	–	Sell	-18,729	Closed	-$1.03M	–	90
2020 Q2	$1.03M	Buy	18,729 +1,214	+7%	+$63.2K	0.27%	60
2020 Q1	$883K	Buy	17,515 +3,038	+21%	+$166K	0.34%	46
2019 Q4	$843K	Buy	14,477 +1,730	+14%	+$97.5K	0.33%	44
2019 Q3	$723K	Buy	12,747 +757	+6%	+$41.2K	0.35%	40
2019 Q2	$661K	Buy	+11,990	New	+$648K	0.28%	52

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clear Creek Financial Management's AOA Position: Q1 2026 in Review

Clear Creek Financial Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8.7% in Q1 2026, buying an estimated $76K and bringing the position to 10,406 shares worth $921K. The position accounts for 0.07% of the portfolio, ranked #267.

Clear Creek Financial Management first reported a position in AOA in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.03M in Q2 2020. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Clear Creek Financial Management held 10,406 shares of iShares Core 80/20 Aggressive Allocation ETF worth $921K as of Q1 2026.
Clear Creek Financial Management bought 834 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $76K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Clear Creek Financial Management's portfolio in Q1 2026, its #267 holding.
Clear Creek Financial Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.03M in Q2 2020.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.