Perigon Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Perigon Wealth 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	$2.91M	Sell	29,823 -670	-2%	-$63.9K	0.05%	333
2026 Q1	$2.7M	Buy	30,493 +2,024	+7%	+$184K	0.05%	316
2025 Q4	$2.55M	Sell	28,469 -843	-3%	-$75.1K	0.05%	318
2025 Q3	$2.58M	Buy	29,312 +412	+1%	+$35.1K	0.05%	299
2025 Q2	$2.41M	Sell	28,900 -176	-0.6%	-$13.8K	0.06%	296
2025 Q1	$2.22M	Sell	29,076 -558	-2%	-$43.5K	0.06%	287
2024 Q4	$2.28M	Buy	29,634 +2,326	+9%	+$182K	0.06%	288
2024 Q3	$2.15M	Sell	27,308 -146	-0.5%	-$11.1K	0.06%	274
2024 Q2	$2.05M	Buy	+27,454	New	+$2.01M	0.06%	250
2021 Q1	–	Sell	-690	Closed	-$44K	–	509
2020 Q4	$44K	Buy	+690	New	+$42.2K	0.01%	783

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Perigon Wealth Management's AOA Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.2% in Q2 2026, selling an estimated $63.9K and leaving 29,823 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #333.

Perigon Wealth Management first reported a position in AOA in Q4 2020 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Perigon Wealth Management held 29,823 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.91M as of Q2 2026.
Perigon Wealth Management sold 670 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $63.9K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #333 holding.
Perigon Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.