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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$553K Sell
5,663
-10,169
-64% -$970K ﹤0.01% 1615
2026
Q1
$1.4M Buy
15,832
+11,086
+234% +$1.01M ﹤0.01% 1222
2025
Q4
$425K Buy
4,746
+112
+2% +$9.97K ﹤0.01% 1600
2025
Q3
$408K Buy
4,634
+153
+3% +$13K ﹤0.01% 1522
2025
Q2
$374K Sell
4,481
-1,598
-26% -$125K ﹤0.01% 1493
2025
Q1
$465K Sell
6,079
-598
-9% -$46.6K ﹤0.01% 1361
2024
Q4
$512K Buy
6,677
+4,410
+195% +$345K ﹤0.01% 1317
2024
Q3
$179K Sell
2,267
-231
-9% -$17.6K ﹤0.01% 1667
2024
Q2
$187K Sell
2,498
-749
-23% -$54.8K ﹤0.01% 1583
2024
Q1
$239K Buy
3,247
+1,313
+68% +$92.7K ﹤0.01% 1494
2023
Q4
$134K Sell
1,934
-124
-6% -$8.08K ﹤0.01% 1670
2023
Q3
$131K Buy
+2,058
New +$135K ﹤0.01% 1607
2023
Q2
– Sell
-278
Closed -$17.7K – 3342
2023
Q1
$17.7K Buy
278
+102
+58% +$6.37K ﹤0.01% 2305
2022
Q4
$10.5K Buy
176
+21
+14% +$1.24K ﹤0.01% 2478
2022
Q3
$9K Buy
155
+72
+87% +$4.38K ﹤0.01% 2479
2022
Q2
$5K Buy
83
+2
+2% +$127 ﹤0.01% 2702
2022
Q1
$6K Sell
81
-890
-92% -$61.6K ﹤0.01% 2665
2021
Q4
$71K Buy
971
+890
+1,099% +$64.1K ﹤0.01% 1844
2021
Q3
$6K Buy
+81
New +$5.77K ﹤0.01% 2600
2021
Q2
– Sell
-20
Closed -$1K – 2983
2021
Q1
$1K Buy
+20
New +$1.32K ﹤0.01% 2656
2020
Q4
– Sell
-247
Closed -$14K – 2673
2020
Q3
$14K Buy
+247
New +$14.2K ﹤0.01% 1896
2020
Q2
– Sell
-325
Closed -$15K – 2371
2020
Q1
$15K Buy
+325
New +$17.8K ﹤0.01% 1774
2018
Q4
– Sell
-44
Closed -$2K – 2376
2018
Q3
$2K Hold
44
– – ﹤0.01% 2255
2018
Q2
$2K Sell
44
-67
-60% -$3.61K ﹤0.01% 2154
2018
Q1
$6K Buy
+111
New +$6.06K ﹤0.01% 1852
2017
Q3
– Sell
-263
Closed -$14K – 2138
2017
Q2
$14K Buy
+263
New +$13.4K ﹤0.01% 1495
2016
Q1
– Sell
-650
Closed -$29K – 2113
2015
Q4
$29K Buy
+650
New +$29.6K ﹤0.01% 900

Other funds holding AOA

Northwestern Mutual Wealth Management's AOA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 64% in Q2 2026, selling an estimated $970K and leaving 5,663 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Northwestern Mutual Wealth Management first reported a position in AOA in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.4M in Q1 2026. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Northwestern Mutual Wealth Management held 5,663 shares of iShares Core 80/20 Aggressive Allocation ETF worth $553K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 10,169 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $970K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1615 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and has held it in 27 quarters since.
  • Northwestern Mutual Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.4M in Q1 2026.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.