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 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 $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 $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 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 $38.8B AUM 21.88% 1-Year Est. Return

Savant Capital's AOA Position: Q1 2026 in Review

Savant Capital increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 59% in Q1 2026, buying an estimated $565K and bringing the position to 16,756 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #493.

Savant Capital first reported a position in AOA in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Savant Capital held 16,756 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.48M as of Q1 2026.
Savant Capital bought 6,204 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $565K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Savant Capital's portfolio in Q1 2026, its #493 holding.
Savant Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 8 quarters since.
Savant Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.27M in Q3 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.