Consilium Wealth Advisory
AOA icon

Consilium Wealth Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Consilium Wealth Advisory’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
Q3 		$10.3M Buy
106,382
+24,621
+30% +$2.41M 3.06% 9
2026
Q2 		$7.98M Buy
81,761
+11,421
+16% +$1.09M 2.37% 13
2026
Q1 		$6.22M Buy
70,340
+2,760
+4% +$251K 2.12% 12
2025
Q4 		$6.05M Buy
67,580
+2,258
+3% +$201K 2.23% 13
2025
Q3 		$5.76M Buy
65,322
+665
+1% +$56.6K 2.22% 12
2025
Q2 		$5.39M Buy
64,657
+1,276
+2% +$100K 2.27% 12
2025
Q1 		$4.85M Buy
63,381
+4,387
+7% +$342K 2.43% 12
2024
Q4 		$4.52M Sell
58,994
-17
-0% -$1.33K 2.16% 14
2024
Q3 		$4.66M Buy
59,011
+994
+2% +$75.5K 2.54% 10
2024
Q2 		$4.34M Sell
58,017
-259
-0.4% -$18.9K 2.37% 11
2024
Q1 		$4.28M Buy
58,276
+844
+1% +$59.6K 2.41% 12
2023
Q4 		$3.97M Buy
57,432
+2,640
+5% +$172K 2.39% 14
2023
Q3 		$3.48M Sell
54,792
-607
-1% -$39.9K 2.44% 13
2023
Q2 		$3.68M Buy
55,399
+5,555
+11% +$357K 2.55% 13
2023
Q1 		$3.17M Buy
49,844
+2,169
+5% +$135K 2.7% 11
2022
Q4 		$2.85M Sell
47,675
-3,826
-7% -$226K 2.43% 11
2022
Q3 		$2.86M Buy
51,501
+4,087
+9% +$248K 3.18% 9
2022
Q2 		$2.84M Sell
47,414
-36,717
-44% -$2.34M 3.06% 9
2022
Q1 		$5.8M Sell
84,131
-7,329
-8% -$507K 4.16% 7
2021
Q4 		$6.66M Buy
+91,460
New +$6.59M 4.32% 6

Other funds holding AOA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

Consilium Wealth Advisory's AOA Position: Q3 2026 in Review

Consilium Wealth Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 30% in Q3 2026, buying an estimated $2.41M and bringing the position to 106,382 shares worth $10.3M. The position accounts for 3.06% of the portfolio, ranked #9.

Consilium Wealth Advisory first reported a position in AOA in Q4 2021 and has held it in 20 quarters since. 293 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • Consilium Wealth Advisory held 106,382 shares of iShares Core 80/20 Aggressive Allocation ETF worth $10.3M as of Q3 2026.
  • Consilium Wealth Advisory bought 24,621 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $2.41M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 3.06% of Consilium Wealth Advisory's portfolio in Q3 2026, its #9 holding.
  • Consilium Wealth Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 20 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.