Spinnaker Investment Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Spinnaker Investment Group’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	–	Sell	-2,236	Closed	-$200K	–	148
2025 Q4	$200K	Buy	+2,236	New	+$199K	0.04%	165
2022 Q2	–	Sell	-3,167	Closed	-$222K	–	76
2022 Q1	$222K	Sell	3,167 -903	-22%	-$62.5K	0.07%	82
2021 Q4	$290K	Buy	+4,070	New	+$293K	0.1%	73

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $44.6B AUM 28.94% 1-Year Est. Return

Spinnaker Investment Group's AOA Position: Q1 2026 in Review

Spinnaker Investment Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 2,236 shares — an estimated $200K sold.

Spinnaker Investment Group first reported a position in AOA in Q4 2021 and held it in 3 quarters. The position peaked at $290K in Q4 2021. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Spinnaker Investment Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Spinnaker Investment Group sold 2,236 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $200K.
Spinnaker Investment Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 3 quarters.
Spinnaker Investment Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $290K in Q4 2021.
406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Spinnaker Investment Group's 13F filing for Q1 2026, filed 8 Apr 2026.