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

Northwestern Mutual 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	$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

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 $58.2B AUM 22.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management's AOA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 234% in Q1 2026, buying an estimated $1.01M and bringing the position to 15,832 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Northwestern Mutual Wealth Management first reported a position in AOA in Q4 2015 and has held it in 26 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Northwestern Mutual Wealth Management held 15,832 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.4M as of Q1 2026.
Northwestern Mutual Wealth Management bought 11,086 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $1.01M.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1222 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 26 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.