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Sagespring Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sagespring Wealth Partners’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 		$1.38M Sell
14,161
-205
-1% -$19.6K 0.02% 282
2026
Q1 		$1.27M Sell
14,366
-9
-0.1% -$820 0.02% 275
2025
Q4 		$1.29M Buy
14,375
+172
+1% +$15.3K 0.02% 262
2025
Q3 		$1.25M Buy
14,203
+107
+0.8% +$9.11K 0.02% 267
2025
Q2 		$1.18M Buy
14,096
+38
+0.3% +$2.97K 0.03% 257
2025
Q1 		$1.08M Buy
14,058
+100
+0.7% +$7.79K 0.03% 235
2024
Q4 		$1.07M Buy
+13,958
New +$1.09M 0.03% 207

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sagespring Wealth Partners's AOA Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q2 2026, selling an estimated $19.6K and leaving 14,161 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #282.

Sagespring Wealth Partners first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Sagespring Wealth Partners held 14,161 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.38M as of Q2 2026.
  • Sagespring Wealth Partners sold 205 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $19.6K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • Sagespring Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.