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NVWM LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

NVWM LLC’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 		$348K Sell
3,933
-318
-7% -$29K 0.08% 184
2025
Q4 		$381K Buy
4,251
+227
+6% +$20.2K 0.08% 179
2025
Q3 		$355K Buy
4,024
+65
+2% +$5.54K 0.08% 189
2025
Q2 		$330K Buy
3,959
+662
+20% +$51.8K 0.08% 191
2025
Q1 		$252K Buy
3,297
+137
+4% +$10.7K 0.07% 189
2024
Q4 		$242K Buy
3,160
+227
+8% +$17.8K 0.06% 193
2024
Q3 		$231K Buy
2,933
+183
+7% +$13.9K 0.06% 194
2024
Q2 		$206K Buy
2,750
+114
+4% +$8.33K 0.05% 191
2024
Q1 		$194K Buy
2,636
+650
+33% +$45.9K 0.05% 188
2023
Q4 		$137K Buy
1,986
+151
+8% +$9.84K 0.04% 197
2023
Q3 		$117K Buy
1,835
+71
+4% +$4.67K 0.04% 197
2023
Q2 		$117K Buy
1,764
+250
+17% +$16.1K 0.04% 207
2023
Q1 		$96.3K Buy
1,514
+427
+39% +$26.7K 0.03% 218
2022
Q4 		$64.9K Buy
1,087
+468
+76% +$27.7K 0.02% 220
2022
Q3 		$34K Buy
619
+456
+280% +$27.7K 0.01% 259
2022
Q2 		$10K Buy
+163
New +$10.4K ﹤0.01% 341

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 $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NVWM LLC's AOA Position: Q1 2026 in Review

NVWM LLC reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.5% in Q1 2026, selling an estimated $29K and leaving 3,933 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #184.

NVWM LLC first reported a position in AOA in Q2 2022 and has held it in 16 quarters since. The position peaked at $381K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • NVWM LLC held 3,933 shares of iShares Core 80/20 Aggressive Allocation ETF worth $348K as of Q1 2026.
  • NVWM LLC sold 318 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $29K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of NVWM LLC's portfolio in Q1 2026, its #184 holding.
  • NVWM LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and has held it in 16 quarters since.
  • NVWM LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $381K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.