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

SignatureFD’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 		$187K Hold
2,108
– – ﹤0.01% 1046
2025
Q4 		$189K Buy
2,108
+26
+1% +$2.31K ﹤0.01% 995
2025
Q3 		$184K Buy
2,082
+15
+0.7% +$1.28K ﹤0.01% 1005
2025
Q2 		$172K Sell
2,067
-9
-0.4% -$704 ﹤0.01% 988
2025
Q1 		$159K Sell
2,076
-708
-25% -$55.2K ﹤0.01% 989
2024
Q4 		$213K Buy
2,784
+36
+1% +$2.82K ﹤0.01% 846
2024
Q3 		$217K Buy
2,748
+19
+0.7% +$1.44K ﹤0.01% 827
2024
Q2 		$204K Buy
2,729
+8
+0.3% +$585 ﹤0.01% 816
2024
Q1 		$200K Buy
2,721
+60
+2% +$4.23K ﹤0.01% 831
2023
Q4 		$184K Buy
2,661
+33
+1% +$2.15K ﹤0.01% 822
2023
Q3 		$167K Buy
2,628
+25
+1% +$1.64K ﹤0.01% 814
2023
Q2 		$173K Buy
2,603
+18
+0.7% +$1.16K ﹤0.01% 816
2023
Q1 		$164K Buy
2,585
+2
+0.1% +$125 ﹤0.01% 802
2022
Q4 		$154K Buy
2,583
+33
+1% +$1.95K ﹤0.01% 807
2022
Q3 		$141K Buy
2,550
+21
+0.8% +$1.28K ﹤0.01% 797
2022
Q2 		$151K Buy
2,529
+7
+0.3% +$446 0.01% 800
2022
Q1 		$174K Hold
2,522
– – 0.01% 778
2021
Q4 		$184K Buy
2,522
+25
+1% +$1.8K 0.01% 752
2021
Q3 		$174K Buy
2,497
+13
+0.5% +$926 0.01% 745
2021
Q2 		$175K Buy
2,484
+4
+0.2% +$278 0.01% 719
2021
Q1 		$166K Sell
2,480
-85
-3% -$5.61K 0.01% 673
2020
Q4 		$165K Sell
2,565
-493
-16% -$30.1K 0.01% 603
2020
Q3 		$177K Sell
3,058
-20
-0.6% -$1.15K 0.01% 520
2020
Q2 		$169K Buy
3,078
+8
+0.3% +$416 0.01% 507
2020
Q1 		$146K Buy
3,070
+601
+24% +$32.9K 0.01% 505
2019
Q4 		$143K Buy
2,469
+30
+1% +$1.69K 0.01% 576
2019
Q3 		$134K Buy
2,439
+24
+1% +$1.31K 0.01% 546
2019
Q2 		$133K Buy
2,415
+8
+0.3% +$432 0.01% 522
2019
Q1 		$129K Buy
2,407
+2,371
+6,586% +$123K 0.01% 540
2018
Q4 		$2K Hold
36
– – ﹤0.01% 1700
2018
Q3 		$2K Hold
36
– – ﹤0.01% 1670
2018
Q2 		$2K Buy
+36
New +$1.94K ﹤0.01% 1700

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

SignatureFD's AOA Position: Q1 2026 in Review

SignatureFD held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 2,108 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

SignatureFD first reported a position in AOA in Q2 2018 and has held it in 32 quarters since. The position peaked at $217K in Q3 2024. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • SignatureFD held 2,108 shares of iShares Core 80/20 Aggressive Allocation ETF worth $187K as of Q1 2026.
  • SignatureFD left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1046 holding.
  • SignatureFD first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 32 quarters since.
  • SignatureFD's iShares Core 80/20 Aggressive Allocation ETF position peaked at $217K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.