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

Perissos Private 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	$201K	Sell	2,277 -143	-6%	-$13K	0.17%	70
2025 Q4	$217K	Sell	2,420 -15	-0.6%	-$1.34K	0.19%	71
2025 Q3	$215K	Buy	+2,435	New	+$207K	0.16%	77

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

Perissos Private Wealth Management's AOA Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5.9% in Q1 2026, selling an estimated $13K and leaving 2,277 shares worth $201K. The position accounts for 0.17% of the portfolio, ranked #70.

Perissos Private Wealth Management first reported a position in AOA in Q3 2025 and has held it in 3 quarters since. The position peaked at $217K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Perissos Private Wealth Management held 2,277 shares of iShares Core 80/20 Aggressive Allocation ETF worth $201K as of Q1 2026.
Perissos Private Wealth Management sold 143 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $13K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.17% of Perissos Private Wealth Management's portfolio in Q1 2026, its #70 holding.
Perissos Private Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 3 quarters since.
Perissos Private Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $217K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.