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 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 $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

Perigon Wealth Management's AOA Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.1% in Q1 2026, buying an estimated $184K and bringing the position to 30,493 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #316.

Perigon Wealth Management first reported a position in AOA in Q4 2020 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Perigon Wealth Management held 30,493 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.7M as of Q1 2026.
Perigon Wealth Management bought 2,024 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $184K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #316 holding.
Perigon Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 9 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.