Meridian Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Meridian Wealth Management’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	$686K	Hold	7,748	–	–	0.02%	433
2025 Q4	$694K	Sell	7,748 -6	-0.1%	-$534	0.02%	421
2025 Q3	$683K	Sell	7,754 -2,898	-27%	-$247K	0.03%	411
2025 Q2	$888K	Buy	+10,652	New	+$833K	0.04%	331
2025 Q1	–	Sell	-2,868	Closed	-$220K	–	622
2024 Q4	$220K	Buy	2,868 +10	+0.3%	+$783	0.01%	586
2024 Q3	$225K	Buy	+2,858	New	+$217K	0.01%	589
2024 Q1	–	Sell	-3,979	Closed	-$274K	–	209
2023 Q4	$274K	Sell	3,979 -3,565	-47%	-$232K	0.02%	514
2023 Q3	$479K	Buy	7,544 +3,833	+103%	+$252K	0.03%	375
2023 Q2	$246K	Buy	+3,711	New	+$239K	0.02%	477

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 $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Meridian Wealth Management's AOA Position: Q1 2026 in Review

Meridian Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 7,748 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #433.

Meridian Wealth Management first reported a position in AOA in Q2 2023 and has held it in 9 quarters since. The position peaked at $888K in Q2 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Meridian Wealth Management held 7,748 shares of iShares Core 80/20 Aggressive Allocation ETF worth $686K as of Q1 2026.
Meridian Wealth Management 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 Meridian Wealth Management's portfolio in Q1 2026, its #433 holding.
Meridian Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 9 quarters since.
Meridian Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $888K in Q2 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.