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Per Stirling Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Per Stirling Capital 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
Q2 		$1.6M Buy
16,360
+1,070
+7% +$102K 0.15% 114
2026
Q1 		$1.35M Buy
15,290
+548
+4% +$49.9K 0.15% 121
2025
Q4 		$1.32M Buy
14,742
+1,117
+8% +$99.5K 0.15% 109
2025
Q3 		$1.2M Buy
13,625
+54
+0.4% +$4.6K 0.14% 107
2025
Q2 		$1.13M Buy
13,571
+515
+4% +$40.3K 0.15% 105
2025
Q1 		$999K Sell
13,056
-217
-2% -$16.9K 0.14% 112
2024
Q4 		$1.02M Sell
13,273
-28
-0.2% -$2.19K 0.14% 109
2024
Q3 		$1.05M Buy
13,301
+110
+0.8% +$8.36K 0.15% 114
2024
Q2 		$986K Buy
13,191
+435
+3% +$31.8K 0.16% 98
2024
Q1 		$937K Sell
12,756
-2,016
-14% -$142K 0.16% 94
2023
Q4 		$1.02M Sell
14,772
-162
-1% -$10.6K 0.19% 86
2023
Q3 		$948K Sell
14,934
-870
-6% -$57.2K 0.2% 76
2023
Q2 		$1.05M Buy
15,804
+1,383
+10% +$89K 0.21% 74
2023
Q1 		$917K Sell
14,421
-5,084
-26% -$317K 0.2% 73
2022
Q4 		$1.17M Buy
+19,505
New +$1.15M 0.21% 69

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

Per Stirling Capital Management's AOA Position: Q2 2026 in Review

Per Stirling Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7% in Q2 2026, buying an estimated $102K and bringing the position to 16,360 shares worth $1.6M. The position accounts for 0.15% of the portfolio, ranked #114.

Per Stirling Capital Management first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Per Stirling Capital Management held 16,360 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.6M as of Q2 2026.
  • Per Stirling Capital Management bought 1,070 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $102K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.15% of Per Stirling Capital Management's portfolio in Q2 2026, its #114 holding.
  • Per Stirling Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.