Jim Saulnier & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Jim Saulnier & Associates’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	$18.5M	Buy	209,260 +17,297	+9%	+$1.58M	9.01%	2
2025 Q4	$17.2M	Buy	191,963 +39,170	+26%	+$3.49M	8.91%	2
2025 Q3	$13.5M	Buy	152,793 +5,800	+4%	+$494K	7.51%	3
2025 Q2	$12.3M	Buy	146,993 +37,566	+34%	+$2.94M	8.36%	2
2025 Q1	$8.37M	Buy	109,427 +29,731	+37%	+$2.32M	6.51%	2
2024 Q4	$6.11M	Buy	79,696 +24,520	+44%	+$1.92M	5.27%	4
2024 Q3	$4.35M	Buy	+55,176	New	+$4.19M	4.26%	4

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Jim Saulnier & Associates's AOA Position: Q1 2026 in Review

Jim Saulnier & Associates increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9% in Q1 2026, buying an estimated $1.58M and bringing the position to 209,260 shares worth $18.5M. The position accounts for 9.01% of the portfolio, ranked #2.

Jim Saulnier & Associates first reported a position in AOA in Q3 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Jim Saulnier & Associates held 209,260 shares of iShares Core 80/20 Aggressive Allocation ETF worth $18.5M as of Q1 2026.
Jim Saulnier & Associates bought 17,297 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $1.58M.
iShares Core 80/20 Aggressive Allocation ETF made up 9.01% of Jim Saulnier & Associates's portfolio in Q1 2026, its #2 holding.
Jim Saulnier & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.