Creative Planning’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 | $2.04M | Sell |
23,021
-5,520
| -19% | -$503K | ﹤0.01% | 1880 |
|
|
2025
Q4 | $2.56M | Buy |
28,541
+15,188
| +114% | +$1.35M | ﹤0.01% | 1512 |
|
|
2025
Q3 | $1.18M | Sell |
13,353
-5,445
| -29% | -$464K | ﹤0.01% | 1962 |
|
|
2025
Q2 | $1.57M | Buy |
18,798
+5,288
| +39% | +$414K | ﹤0.01% | 1510 |
|
|
2025
Q1 | $1.03M | Buy |
13,510
+243
| +2% | +$18.9K | ﹤0.01% | 1692 |
|
|
2024
Q4 | $1.02M | Sell |
13,267
-206
| -2% | -$16.1K | ﹤0.01% | 1632 |
|
|
2024
Q3 | $1.06M | Sell |
13,473
-81
| -0.6% | -$6.15K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $1.01M | Buy |
13,554
+1,166
| +9% | +$85.2K | ﹤0.01% | 1387 |
|
|
2024
Q1 | $910K | Buy |
12,388
+370
| +3% | +$26.1K | ﹤0.01% | 1399 |
|
|
2023
Q4 | $830K | Buy |
12,018
+1,357
| +13% | +$88.4K | ﹤0.01% | 1343 |
|
|
2023
Q3 | $677K | Buy |
10,661
+45
| +0.4% | +$2.96K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $704K | Sell |
10,616
-145
| -1% | -$9.33K | ﹤0.01% | 1331 |
|
|
2023
Q1 | $684K | Sell |
10,761
-32
| -0.3% | -$2K | ﹤0.01% | 1290 |
|
|
2022
Q4 | $645K | Buy |
10,793
+1,095
| +11% | +$64.8K | ﹤0.01% | 1283 |
|
|
2022
Q3 | $538K | Sell |
9,698
-879
| -8% | -$53.4K | ﹤0.01% | 1289 |
|
|
2022
Q2 | $633K | Buy |
10,577
+56
| +0.5% | +$3.56K | ﹤0.01% | 1184 |
|
|
2022
Q1 | $725K | Sell |
10,521
-369
| -3% | -$25.5K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $793K | Buy |
10,890
+1,214
| +13% | +$87.5K | ﹤0.01% | 1061 |
|
|
2021
Q3 | $675K | Sell |
9,676
-25
| -0.3% | -$1.78K | ﹤0.01% | 1135 |
|
|
2021
Q2 | $685K | Sell |
9,701
-624
| -6% | -$43.4K | ﹤0.01% | 1102 |
|
|
2021
Q1 | $691K | Buy |
10,325
+425
| +4% | +$28.1K | ﹤0.01% | 1233 |
|
|
2020
Q4 | $635K | Sell |
9,900
-74
| -0.7% | -$4.52K | ﹤0.01% | 1175 |
|
|
2020
Q3 | $579K | Sell |
9,974
-75
| -0.7% | -$4.33K | ﹤0.01% | 1058 |
|
|
2020
Q2 | $551K | Buy |
10,049
+8
| +0.1% | +$416 | ﹤0.01% | 981 |
|
|
2020
Q1 | $477K | Buy |
10,041
+6,012
| +149% | +$329K | ﹤0.01% | 967 |
|
|
2019
Q4 | $234K | Buy |
+4,029
| New | +$227K | ﹤0.01% | 1550 |
|
|
2017
Q3 | – | Sell |
-861
| Closed | -$45K | – | 1970 |
|
|
2017
Q2 | $45K | Buy |
861
+71
| +9% | +$3.62K | ﹤0.01% | 2589 |
|
|
2017
Q1 | $39K | Sell |
790
-56
| -7% | -$2.74K | ﹤0.01% | 2656 |
|
|
2016
Q4 | $40K | Sell |
846
-1,165
| -58% | -$54.7K | ﹤0.01% | 2561 |
|
|
2016
Q3 | $95K | Buy |
2,011
+1,246
| +163% | +$58.5K | ﹤0.01% | 1876 |
|
|
2016
Q2 | $35K | Sell |
765
-101
| -12% | -$4.6K | ﹤0.01% | 2386 |
|
|
2016
Q1 | $39K | Sell |
866
-78
| -8% | -$3.37K | ﹤0.01% | 2264 |
|
|
2015
Q4 | $42K | Sell |
944
-187
| -17% | -$8.52K | ﹤0.01% | 2252 |
|
|
2015
Q3 | $49K | Buy |
+1,131
| New | +$51.8K | ﹤0.01% | 2049 |
|
|
2015
Q2 | – | Sell |
-1,239
| Closed | -$59K | – | 1188 |
|
|
2015
Q1 | $59K | Buy |
1,239
+121
| +11% | +$5.68K | ﹤0.01% | 1901 |
|
|
2014
Q4 | $52K | Sell |
1,118
-607
| -35% | -$27.9K | ﹤0.01% | 1980 |
|
|
2014
Q3 | $79K | Buy |
1,725
+382
| +28% | +$17.8K | ﹤0.01% | 1629 |
|
|
2014
Q2 | $63K | Sell |
1,343
-52
| -4% | -$2.39K | ﹤0.01% | 1722 |
|
|
2014
Q1 | $63K | Buy |
1,395
+306
| +28% | +$13.6K | ﹤0.01% | 1658 |
|
|
2013
Q4 | $49K | Buy |
1,089
+340
| +45% | +$14.7K | ﹤0.01% | 1618 |
|
|
2013
Q3 | $31K | Buy |
749
+406
| +118% | +$16.8K | ﹤0.01% | 1821 |
|
|
2013
Q2 | $14K | Buy |
+343
| New | +$13.8K | ﹤0.01% | 2108 |
|
Other funds holding AOA
EIG
JSA
FIA
MFIM
Creative Planning's AOA Position: Q1 2026 in Review
Creative Planning reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 19% in Q1 2026, selling an estimated $503K and leaving 23,021 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1880.
Creative Planning first reported a position in AOA in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.56M in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.
- Creative Planning held 23,021 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.04M as of Q1 2026.
- Creative Planning sold 5,520 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $503K.
- iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1880 holding.
- Creative Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and has held it in 42 quarters since.
- Creative Planning's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.56M in Q4 2025.
- 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.