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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
Q2 		$382K Sell
3,918
-15
-0.4% -$1.43K 0.08% 179
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 $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

NVWM LLC's AOA Position: Q2 2026 in Review

NVWM LLC reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.38% in Q2 2026, selling an estimated $1.43K and leaving 3,918 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #179.

NVWM LLC first reported a position in AOA in Q2 2022 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • NVWM LLC held 3,918 shares of iShares Core 80/20 Aggressive Allocation ETF worth $382K as of Q2 2026.
  • NVWM LLC sold 15 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.43K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of NVWM LLC's portfolio in Q2 2026, its #179 holding.
  • NVWM LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and has held it in 17 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.