SAG
AOA icon

SageView Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

SageView Advisory Group’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
-291
Closed -$26.1K – 666
2025
Q4 		$26.1K Buy
+291
New +$25.9K ﹤0.01% 1349
2024
Q1 		– Sell
-3,912
Closed -$273K – 525
2023
Q4 		$273K Buy
3,912
+167
+4% +$10.9K 0.01% 537
2023
Q3 		$238K Sell
3,745
-176
-4% -$11.6K 0.01% 477
2023
Q2 		$260K Buy
3,921
+35
+0.9% +$2.25K 0.01% 475
2023
Q1 		$247K Buy
3,886
+405
+12% +$25.3K 0.02% 422
2022
Q4 		$208K Buy
+3,481
New +$206K 0.02% 393

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
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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SageView Advisory Group's AOA Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 291 shares — an estimated $26.1K sold.

SageView Advisory Group first reported a position in AOA in Q4 2022 and held it in 6 quarters. The position peaked at $273K in Q4 2023. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 291 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $26.1K.
  • SageView Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 6 quarters.
  • SageView Advisory Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $273K in Q4 2023.
  • 406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.