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 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 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 $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 $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 $44.6B AUM 28.94% 1-Year Est. Return

Sagespring Wealth Partners's AOA Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.06% in Q1 2026, selling an estimated $820 and leaving 14,366 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #275.

Sagespring Wealth Partners first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Sagespring Wealth Partners held 14,366 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.27M as of Q1 2026.
Sagespring Wealth Partners sold 9 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $820.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #275 holding.
Sagespring Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.29M in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.