LWMI
AOA icon

Legacy Wealth Management (Idaho)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$61.7K Buy
697
+23
+3% +$2.1K 0.03% 241
2025
Q4 		$60.4K Sell
674
-3,911
-85% -$348K 0.03% 195
2025
Q3 		$404K Buy
+4,585
New +$390K 0.18% 74

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s AOA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.4% in Q1 2026, buying an estimated $2.1K and bringing the position to 697 shares worth $61.7K. The position accounts for 0.03% of the portfolio, ranked #241.

Legacy Wealth Management (Idaho) first reported a position in AOA in Q3 2025 and has held it in 3 quarters since. The position peaked at $404K in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 697 shares of iShares Core 80/20 Aggressive Allocation ETF worth $61.7K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 23 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $2.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #241 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $404K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.