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

Klingman & 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	$444K	Hold	5,013	–	–	0.02%	206
2025 Q4	$449K	Sell	5,013 -2,241	-31%	-$200K	0.02%	202
2025 Q3	$639K	Hold	7,254	–	–	0.03%	160
2025 Q2	$605K	Buy	7,254 +1,175	+19%	+$91.9K	0.03%	152
2025 Q1	$465K	Hold	6,079	–	–	0.03%	164
2024 Q4	$466K	Buy	6,079 +475	+8%	+$37.2K	0.03%	159
2024 Q3	$442K	Hold	5,604	–	–	0.03%	171
2024 Q2	$419K	Hold	5,604	–	–	0.03%	160
2024 Q1	$412K	Hold	5,604	–	–	0.03%	167
2023 Q4	$387K	Hold	5,604	–	–	0.03%	158
2023 Q3	$356K	Buy	+5,604	New	+$368K	0.03%	161

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

Klingman & Associates's AOA Position: Q1 2026 in Review

Klingman & Associates held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 5,013 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #206.

Klingman & Associates first reported a position in AOA in Q3 2023 and has held it in 11 quarters since. The position peaked at $639K in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Klingman & Associates held 5,013 shares of iShares Core 80/20 Aggressive Allocation ETF worth $444K as of Q1 2026.
Klingman & Associates left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #206 holding.
Klingman & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 11 quarters since.
Klingman & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $639K in Q3 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.