William Blair & Company
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William Blair & Company’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

William Blair & Company’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 		$345K Buy
3,902
+771
+25% +$70.2K ﹤0.01% 1281
2025
Q4 		$280K Buy
3,131
+2,036
+186% +$181K ﹤0.01% 1335
2025
Q3 		$96.5K Buy
1,095
+36
+3% +$3.07K ﹤0.01% 1563
2025
Q2 		$88.3K Buy
1,059
+48
+5% +$3.75K ﹤0.01% 1531
2025
Q1 		$77.3K Buy
1,011
+69
+7% +$5.38K ﹤0.01% 1532
2024
Q4 		$72.2K Buy
942
+89
+10% +$6.97K ﹤0.01% 1562
2024
Q3 		$67.3K Sell
853
-587
-41% -$44.6K ﹤0.01% 1592
2024
Q2 		$108K Buy
1,440
+1
+0.1% +$73 ﹤0.01% 1501
2024
Q1 		$106K Hold
1,439
– – ﹤0.01% 1498
2023
Q4 		$99.4K Buy
1,439
+3
+0.2% +$195 ﹤0.01% 1506
2023
Q3 		$91.2K Buy
1,436
+1,057
+279% +$69.5K ﹤0.01% 1514
2023
Q2 		$25.1K Buy
379
+1
+0.3% +$64 ﹤0.01% 1675
2023
Q1 		$24K Hold
378
– – ﹤0.01% 1672
2022
Q4 		$22.6K Buy
378
+3
+0.8% +$178 ﹤0.01% 1674
2022
Q3 		$21K Buy
375
+2
+0.5% +$122 ﹤0.01% 1693
2022
Q2 		$22K Sell
373
-252
-40% -$16K ﹤0.01% 1716
2022
Q1 		$43K Buy
625
+253
+68% +$17.5K ﹤0.01% 1726
2021
Q4 		$27K Buy
372
+3
+0.8% +$216 ﹤0.01% 1828
2021
Q3 		$26K Buy
369
+1
+0.3% +$71 ﹤0.01% 1749
2021
Q2 		$26K Buy
368
+1
+0.3% +$70 ﹤0.01% 1758
2021
Q1 		$25K Buy
367
+100
+37% +$6.6K ﹤0.01% 1733
2020
Q4 		$17K Buy
267
+2
+0.8% +$122 ﹤0.01% 1712
2020
Q3 		$15K Buy
265
+2
+0.8% +$115 ﹤0.01% 1603
2020
Q2 		$14K Sell
263
-99
-27% -$5.15K ﹤0.01% 1563
2020
Q1 		$17K Buy
362
+100
+38% +$5.48K ﹤0.01% 1506
2019
Q4 		$15K Buy
+262
New +$14.8K ﹤0.01% 1605

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 $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
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 $44.6B AUM 28.94% 1-Year Est. Return

William Blair & Company's AOA Position: Q1 2026 in Review

William Blair & Company increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 25% in Q1 2026, buying an estimated $70.2K and bringing the position to 3,902 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

William Blair & Company first reported a position in AOA in Q4 2019 and has held it in 26 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • William Blair & Company held 3,902 shares of iShares Core 80/20 Aggressive Allocation ETF worth $345K as of Q1 2026.
  • William Blair & Company bought 771 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $70.2K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1281 holding.
  • William Blair & Company first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.