Spire Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Spire Wealth Management’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 Q2	$8.59K	Hold	88	–	–	﹤0.01%	1688
2026 Q1	$7.79K	Hold	88	–	–	﹤0.01%	1711
2025 Q4	$7.88K	Hold	88	–	–	﹤0.01%	1788
2025 Q3	$7.76K	Hold	88	–	–	﹤0.01%	1848
2025 Q2	$7.34K	Hold	88	–	–	﹤0.01%	1823
2025 Q1	$6.73K	Hold	88	–	–	﹤0.01%	1976
2024 Q4	$6.74K	Hold	88	–	–	﹤0.01%	1966
2024 Q3	$6.94K	Hold	88	–	–	﹤0.01%	1738
2024 Q2	$6.58K	Hold	88	–	–	﹤0.01%	1761
2024 Q1	$6.46K	Sell	88 -173	-66%	-$12.2K	﹤0.01%	1866
2023 Q4	$17.9K	Hold	261	–	–	﹤0.01%	1576
2023 Q3	$16.6K	Buy	261 +88	+51%	+$5.78K	﹤0.01%	1574
2023 Q2	$11.5K	Hold	173	–	–	﹤0.01%	1770
2023 Q1	$11K	Hold	173	–	–	﹤0.01%	1812
2022 Q4	$10K	Buy	+173	New	+$10.2K	﹤0.01%	1594
2022 Q3	–	Sell	-381	Closed	-$23K	–	2183
2022 Q2	$23K	Buy	381 +1	+0.3%	+$64	﹤0.01%	1602
2022 Q1	$26K	Buy	380 +173	+84%	+$12K	﹤0.01%	1694
2021 Q4	$15K	Buy	207 +2	+1%	+$144	﹤0.01%	2217
2021 Q3	$14K	Buy	205 +1	+0.5%	+$71	﹤0.01%	1980
2021 Q2	$14K	Hold	204	–	–	﹤0.01%	1998
2021 Q1	$14K	Buy	+204	New	+$13.5K	﹤0.01%	2287

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

FIA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Spire Wealth Management's AOA Position: Q2 2026 in Review

Spire Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 88 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Spire Wealth Management first reported a position in AOA in Q1 2021 and has held it in 21 quarters since. The position peaked at $26K in Q1 2022. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Spire Wealth Management held 88 shares of iShares Core 80/20 Aggressive Allocation ETF worth $8.59K as of Q2 2026.
Spire Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1688 holding.
Spire Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $26K in Q1 2022.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.