NVWM LLC
AOA icon

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
Q3 		$376K Sell
3,870
-48
-1% -$4.7K 0.07% 180
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% +$9.8K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NVWM LLC's AOA Position: Q3 2026 in Review

NVWM LLC reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.2% in Q3 2026, selling an estimated $4.7K and leaving 3,870 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #180.

NVWM LLC first reported a position in AOA in Q2 2022 and has held it in 18 quarters since. The position peaked at $382K in Q2 2026. 250 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • NVWM LLC held 3,870 shares of iShares Core 80/20 Aggressive Allocation ETF worth $376K as of Q3 2026.
  • NVWM LLC sold 48 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $4.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of NVWM LLC's portfolio in Q3 2026, its #180 holding.
  • NVWM LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and has held it in 18 quarters since.
  • NVWM LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $382K in Q2 2026.
  • 250 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.