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Divergent Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Divergent Planning’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
2025
Q4 		$454K Buy
5,047
+72
+1% +$6.41K 0.12% 24
2025
Q3 		$441K Buy
4,975
+38
+0.8% +$3.24K 0.12% 24
2025
Q2 		$411K Buy
4,937
+206
+4% +$16.1K 0.12% 24
2025
Q1 		$364K Buy
4,731
+2
+0% +$156 0.12% 21
2024
Q4 		$358K Buy
4,729
+32
+0.7% +$2.51K 0.12% 21
2024
Q3 		$368K Buy
4,697
+804
+21% +$61.1K 0.14% 22
2024
Q2 		$292K Sell
3,893
-116
-3% -$8.48K 0.12% 25
2024
Q1 		$293K Buy
4,009
+17
+0.4% +$1.2K 0.12% 20
2023
Q4 		$274K Sell
3,992
-14
-0.3% -$912 0.13% 22
2023
Q3 		$254K Sell
4,006
-260
-6% -$17.1K 0.14% 19
2023
Q2 		$283K Sell
4,266
-1,124
-21% -$72.3K 0.15% 21
2023
Q1 		$343K Sell
5,390
-564
-9% -$35.2K 0.19% 15
2022
Q4 		$356K Sell
5,954
-848
-12% -$50.2K 0.22% 13
2022
Q3 		$377K Sell
6,802
-35
-0.5% -$2.13K 0.28% 16
2022
Q2 		$409K Sell
6,837
-106
-2% -$6.75K 0.29% 12
2022
Q1 		$481K Sell
6,943
-519
-7% -$35.9K 0.31% 12
2021
Q4 		$546K Sell
7,462
-1,572
-17% -$113K 0.4% 9
2021
Q3 		$631K Sell
9,034
-100
-1% -$7.12K 0.51% 9
2021
Q2 		$641K Buy
9,134
+79
+0.9% +$5.5K 0.52% 9
2021
Q1 		$629K Buy
9,055
+77
+0.9% +$5.08K 0.54% 8
2020
Q4 		$576K Buy
+8,978
New +$549K 0.55% 8

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Divergent Planning's AOA Position: Q4 2025 in Review

Divergent Planning increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q4 2025, buying an estimated $6.41K and bringing the position to 5,047 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #24.

Divergent Planning first reported a position in AOA in Q4 2020 and has held it in 21 quarters since. The position peaked at $641K in Q2 2021. 405 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • Divergent Planning held 5,047 shares of iShares Core 80/20 Aggressive Allocation ETF worth $454K as of Q4 2025.
  • Divergent Planning bought 72 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $6.41K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Divergent Planning's portfolio in Q4 2025, its #24 holding.
  • Divergent Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 21 quarters since.
  • Divergent Planning's iShares Core 80/20 Aggressive Allocation ETF position peaked at $641K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.