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

Premier 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 Q2	$297K	Sell	3,042 -152	-5%	-$14.5K	0.26%	49
2026 Q1	$283K	Buy	3,194 +25	+0.8%	+$2.28K	0.3%	45
2025 Q4	$292K	Buy	+3,169	New	+$282K	0.3%	41

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

Premier Private Wealth Management's AOA Position: Q2 2026 in Review

Premier Private Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.8% in Q2 2026, selling an estimated $14.5K and leaving 3,042 shares worth $297K. The position accounts for 0.26% of the portfolio, ranked #49.

Premier Private Wealth Management first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Premier Private Wealth Management held 3,042 shares of iShares Core 80/20 Aggressive Allocation ETF worth $297K as of Q2 2026.
Premier Private Wealth Management sold 152 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $14.5K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.26% of Premier Private Wealth Management's portfolio in Q2 2026, its #49 holding.
Premier Private Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

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