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Savvy Advisors Inc’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Savvy Advisors Inc’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 		$685K Buy
7,737
+348
+5% +$31.7K 0.02% 557
2025
Q4 		$662K Buy
+7,389
New +$658K 0.02% 472
2024
Q3 		– Sell
-4,550
Closed -$340K – 352
2024
Q2 		$340K Buy
+4,550
New +$333K 0.11% 196

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Savvy Advisors Inc's AOA Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.7% in Q1 2026, buying an estimated $31.7K and bringing the position to 7,737 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #557.

Savvy Advisors Inc first reported a position in AOA in Q2 2024 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Savvy Advisors Inc held 7,737 shares of iShares Core 80/20 Aggressive Allocation ETF worth $685K as of Q1 2026.
  • Savvy Advisors Inc bought 348 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $31.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #557 holding.
  • Savvy Advisors Inc first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.