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Sentinus LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sentinus LLC’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 		$1.23M Buy
13,954
+599
+4% +$54.6K 0.11% 151
2025
Q4 		$1.2M Buy
13,355
+3,438
+35% +$306K 0.11% 154
2025
Q3 		$874K Buy
9,917
+32
+0.3% +$2.73K 0.19% 83
2025
Q2 		$824K Buy
9,885
+316
+3% +$24.7K 0.2% 80
2025
Q1 		$732K Buy
9,569
+1,066
+13% +$83.1K 0.21% 78
2024
Q4 		$651K Buy
+8,503
New +$666K 0.19% 88
2024
Q3 		– Sell
-7,449
Closed -$557K – 188
2024
Q2 		$557K Hold
7,449
– – 0.18% 94
2024
Q1 		$547K Buy
+7,449
New +$526K 0.19% 91
2023
Q2 		$451K Buy
6,803
+11
+0.2% +$708 0.14% 120
2023
Q1 		$432K Buy
6,792
+9
+0.1% +$562 0.14% 113
2022
Q4 		$405K Buy
6,783
+651
+11% +$38.5K 0.24% 72
2022
Q3 		$344K Buy
+6,132
New +$373K 0.22% 71

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 $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 $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 $43.3B AUM 29.3% 1-Year Est. Return

Sentinus LLC's AOA Position: Q1 2026 in Review

Sentinus LLC increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.5% in Q1 2026, buying an estimated $54.6K and bringing the position to 13,954 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #151.

Sentinus LLC first reported a position in AOA in Q3 2022 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Sentinus LLC held 13,954 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.23M as of Q1 2026.
  • Sentinus LLC bought 599 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $54.6K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Sentinus LLC's portfolio in Q1 2026, its #151 holding.
  • Sentinus LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and has held it in 12 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Sentinus LLC's 13F filing for Q1 2026, filed 6 May 2026.