Philip James Wealth Mangement’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-3,376	Closed	-$302K	–	160
2025 Q4	$302K	Buy	3,376 +170	+5%	+$15.1K	0.04%	148
2025 Q3	$283K	Sell	3,206 -46	-1%	-$3.92K	0.03%	156
2025 Q2	$271K	Sell	3,252 -45	-1%	-$3.52K	0.03%	146
2025 Q1	$252K	Sell	3,297 -899	-21%	-$70K	0.03%	146
2024 Q4	$321K	Buy	4,196 +68	+2%	+$5.33K	0.04%	131
2024 Q3	$326K	Buy	4,128 +91	+2%	+$6.91K	0.04%	118
2024 Q2	$302K	Buy	4,037 +338	+9%	+$24.7K	0.2%	49
2024 Q1	$272K	Buy	3,699 +127	+4%	+$8.96K	0.19%	54
2023 Q4	$247K	Buy	+3,572	New	+$233K	0.19%	63

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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $44.6B AUM 28.94% 1-Year Est. Return

Philip James Wealth Mangement's AOA Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 3,376 shares — an estimated $302K sold.

Philip James Wealth Mangement first reported a position in AOA in Q4 2023 and held it in 9 quarters. The position peaked at $326K in Q3 2024. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Philip James Wealth Mangement reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 3,376 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $302K.
Philip James Wealth Mangement first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 9 quarters.
Philip James Wealth Mangement's iShares Core 80/20 Aggressive Allocation ETF position peaked at $326K in Q3 2024.
406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.