Savant Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Savant Capital’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	$1.09M	Sell	11,140 -5,616	-34%	-$536K	﹤0.01%	845
2026 Q1	$1.48M	Buy	16,756 +6,204	+59%	+$565K	0.01%	493
2025 Q4	$945K	Sell	10,552 -15,190	-59%	-$1.35M	0.01%	601
2025 Q3	$2.27M	Sell	25,742 -844	-3%	-$71.9K	0.01%	374
2025 Q2	$2.22M	Buy	26,586 +21,229	+396%	+$1.66M	0.02%	340
2025 Q1	$410K	Sell	5,357 -3,422	-39%	-$267K	﹤0.01%	726
2024 Q4	$672K	Buy	8,779 +5,338	+155%	+$418K	0.01%	789
2024 Q3	$272K	Buy	3,441 +8	+0.2%	+$608	﹤0.01%	1138
2024 Q2	$257K	Buy	+3,433	New	+$251K	﹤0.01%	1041

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

Savant Capital's AOA Position: Q2 2026 in Review

Savant Capital reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 34% in Q2 2026, selling an estimated $536K and leaving 11,140 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Savant Capital first reported a position in AOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Savant Capital held 11,140 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.09M as of Q2 2026.
Savant Capital sold 5,616 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $536K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #845 holding.
Savant Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 9 quarters since.
Savant Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.27M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.