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 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 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 $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 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 $38.8B AUM 21.88% 1-Year Est. Return

Per Stirling Capital Management's AOA Position: Q1 2026 in Review

Per Stirling Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.7% in Q1 2026, buying an estimated $49.9K and bringing the position to 15,290 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #121.

Per Stirling Capital Management first reported a position in AOA in Q4 2022 and has held it in 14 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Per Stirling Capital Management held 15,290 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.35M as of Q1 2026.
Per Stirling Capital Management bought 548 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $49.9K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.15% of Per Stirling Capital Management's portfolio in Q1 2026, its #121 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 14 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.