1 North Wealth Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

1 North Wealth Services’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	$66.8K	Buy	684 +420	+159%	+$40.1K	0.02%	85
2026 Q1	$23.4K	Buy	264 +2	+0.8%	+$182	0.01%	118
2025 Q4	$23.5K	Buy	262 +3	+1%	+$267	0.01%	117
2025 Q3	$22.8K	Hold	259	–	–	0.01%	110
2025 Q2	$21.6K	Hold	259	–	–	0.01%	113
2025 Q1	$19.8K	Buy	+259	New	+$20.2K	0.01%	114

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

1 North Wealth Services's AOA Position: Q2 2026 in Review

1 North Wealth Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 159% in Q2 2026, buying an estimated $40.1K and bringing the position to 684 shares worth $66.8K. The position accounts for 0.02% of the portfolio, ranked #85.

1 North Wealth Services first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

1 North Wealth Services held 684 shares of iShares Core 80/20 Aggressive Allocation ETF worth $66.8K as of Q2 2026.
1 North Wealth Services bought 420 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $40.1K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #85 holding.
1 North Wealth Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.