Courage Miller Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Courage Miller 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	$668K	Sell	7,547 -82	-1%	-$7.47K	0.19%	50
2025 Q4	$683K	Sell	7,629 -32	-0.4%	-$2.85K	0.21%	44
2025 Q3	$675K	Sell	7,661 -640	-8%	-$54.5K	0.2%	44
2025 Q2	$692K	Sell	8,301 -126	-1%	-$9.85K	0.22%	43
2025 Q1	$645K	Sell	8,427 -173	-2%	-$13.5K	0.22%	44
2024 Q4	$659K	Sell	8,600 -109	-1%	-$8.54K	0.23%	46
2024 Q3	$687K	Sell	8,709 -556	-6%	-$42.2K	0.23%	46
2024 Q2	$693K	Sell	9,265 -61	-0.7%	-$4.46K	0.25%	46
2024 Q1	$685K	Sell	9,326 -31	-0.3%	-$2.19K	0.24%	48
2023 Q4	$646K	Sell	9,357 -1,609	-15%	-$105K	0.24%	45
2023 Q3	$696K	Sell	10,966 -269	-2%	-$17.7K	0.29%	44
2023 Q2	$745K	Sell	11,235 -197	-2%	-$12.7K	0.31%	43
2023 Q1	$727K	Buy	11,432 +433	+4%	+$27K	0.31%	43
2022 Q4	$657K	Sell	10,999 -518	-4%	-$30.7K	0.3%	44
2022 Q3	$639K	Sell	11,517 -181	-2%	-$11K	0.32%	41
2022 Q2	$701K	Sell	11,698 -2,007	-15%	-$128K	0.33%	40
2022 Q1	$945K	Buy	13,705 +90	+0.7%	+$6.22K	0.38%	37
2021 Q4	$991K	Buy	13,615 +7	+0.1%	+$505	0.37%	41
2021 Q3	$950K	Buy	13,608 +17	+0.1%	+$1.21K	0.38%	39
2021 Q2	$960K	Buy	13,591 +11	+0.1%	+$765	0.39%	41
2021 Q1	$909K	Sell	13,580 -32	-0.2%	-$2.11K	0.39%	40
2020 Q4	$874K	Sell	13,612 -218	-2%	-$13.3K	0.4%	39
2020 Q3	$759K	Hold	13,830	–	–	0.41%	39
2020 Q2	$758K	Buy	13,830 +22	+0.2%	+$1.15K	0.41%	39
2020 Q1	$655K	Sell	13,808 -79	-0.6%	-$4.33K	0.4%	40
2019 Q4	$805K	Sell	13,887 -27	-0.2%	-$1.52K	0.41%	41
2019 Q3	$764K	Sell	13,914 -46	-0.3%	-$2.51K	0.42%	41
2019 Q2	$769K	Buy	13,960 +22	+0.2%	+$1.19K	0.42%	45
2019 Q1	$745K	Buy	13,938 +156	+1%	+$8.09K	0.42%	46
2018 Q4	$669K	Sell	13,782 -41	-0.3%	-$2.1K	0.4%	46
2018 Q3	$755K	Buy	13,823 +11	+0.1%	+$595	0.43%	46
2018 Q2	$737K	Buy	13,812 +18	+0.1%	+$969	0.44%	46
2018 Q1	$738K	Sell	13,794 -426	-3%	-$23.3K	0.45%	45
2017 Q4	$766K	Sell	14,220 -1,537	-10%	-$83.9K	0.46%	45
2017 Q3	$844K	Buy	15,757 +28	+0.2%	+$1.47K	0.53%	45
2017 Q2	$815K	Sell	15,729 -44	-0.3%	-$2.25K	0.54%	43
2017 Q1	$788K	Sell	15,773 -1,217	-7%	-$59.6K	0.54%	43
2016 Q4	$802K	Sell	16,990 -38	-0.2%	-$1.78K	0.56%	45
2016 Q3	$808K	Buy	17,028 +56	+0.3%	+$2.63K	0.56%	43
2016 Q2	$779K	Buy	16,972 +223	+1%	+$10.2K	0.56%	44
2016 Q1	$759K	Buy	16,749 +551	+3%	+$23.8K	0.53%	43
2015 Q4	$726K	Buy	16,198 +358	+2%	+$16.3K	0.5%	42
2015 Q3	$691K	Buy	15,840 +405	+3%	+$18.6K	0.51%	41
2015 Q2	$732K	Buy	15,435 +286	+2%	+$13.8K	0.54%	42
2015 Q1	$720K	Sell	15,149 -762	-5%	-$35.8K	0.54%	43
2014 Q4	$736K	Buy	15,911 +191	+1%	+$8.77K	0.61%	40
2014 Q3	$716K	Sell	15,720 -632	-4%	-$29.4K	0.56%	38
2014 Q2	$772K	Buy	16,352 +817	+5%	+$37.5K	0.57%	45
2014 Q1	$705K	Buy	15,535 +603	+4%	+$26.8K	0.55%	42
2013 Q4	$666K	Sell	14,932 -742	-5%	-$32.2K	0.56%	40
2013 Q3	$658K	Sell	15,674 -642	-4%	-$26.5K	0.54%	40
2013 Q2	$652K	Buy	+16,316	New	+$658K	0.59%	34

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 $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Courage Miller Partners's AOA Position: Q1 2026 in Review

Courage Miller Partners reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.1% in Q1 2026, selling an estimated $7.47K and leaving 7,547 shares worth $668K. The position accounts for 0.19% of the portfolio, ranked #50.

Courage Miller Partners first reported a position in AOA in Q2 2013 and has held it in 52 quarters since. The position peaked at $991K in Q4 2021. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Courage Miller Partners held 7,547 shares of iShares Core 80/20 Aggressive Allocation ETF worth $668K as of Q1 2026.
Courage Miller Partners sold 82 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $7.47K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.19% of Courage Miller Partners's portfolio in Q1 2026, its #50 holding.
Courage Miller Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and has held it in 52 quarters since.
Courage Miller Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $991K in Q4 2021.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.