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West Wealth Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

West Wealth 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 		$526K Sell
5,946
-41
-0.7% -$3.73K 0.1% 71
2025
Q4 		$536K Sell
5,987
-40
-0.7% -$3.56K 0.11% 62
2025
Q3 		$531K Buy
6,027
+125
+2% +$10.6K 0.12% 63
2025
Q2 		$496K Sell
5,902
-481
-8% -$37.6K 0.12% 55
2025
Q1 		$490K Buy
6,383
+2
+0% +$156 0.14% 51
2024
Q4 		$489K Buy
6,381
+479
+8% +$37.5K 0.15% 48
2024
Q3 		$466K Sell
5,902
-249
-4% -$18.9K 0.15% 49
2024
Q2 		$460K Buy
6,151
+256
+4% +$18.7K 0.16% 51
2024
Q1 		$433K Sell
5,895
-54
-0.9% -$3.81K 0.16% 49
2023
Q4 		$411K Buy
5,949
+53
+0.9% +$3.45K 0.16% 51
2023
Q3 		$374K Buy
5,896
+378
+7% +$24.8K 0.16% 53
2023
Q2 		$366K Sell
5,518
-61
-1% -$3.92K 0.15% 46
2023
Q1 		$355K Sell
5,579
-486
-8% -$30.4K 0.16% 43
2022
Q4 		$362K Buy
6,065
+116
+2% +$6.87K 0.18% 41
2022
Q3 		$329K Buy
5,949
+241
+4% +$14.6K 0.17% 45
2022
Q2 		$341K Buy
5,708
+386
+7% +$24.6K 0.16% 42
2022
Q1 		$366K Sell
5,322
-6,953
-57% -$481K 0.15% 40
2021
Q4 		$893K Buy
+12,275
New +$885K 0.34% 26

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 $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

West Wealth Group's AOA Position: Q1 2026 in Review

West Wealth Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.68% in Q1 2026, selling an estimated $3.73K and leaving 5,946 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #71.

West Wealth Group first reported a position in AOA in Q4 2021 and has held it in 18 quarters since. The position peaked at $893K in Q4 2021. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • West Wealth Group held 5,946 shares of iShares Core 80/20 Aggressive Allocation ETF worth $526K as of Q1 2026.
  • West Wealth Group sold 41 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $3.73K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.1% of West Wealth Group's portfolio in Q1 2026, its #71 holding.
  • West Wealth Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $893K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.