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

Activest 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	$48.7K	Hold	499	–	–	0.01%	283
2026 Q1	$44.2K	Hold	499	–	–	0.01%	362
2025 Q4	$44.7K	Hold	499	–	–	0.01%	340
2025 Q3	$44K	Hold	499	–	–	0.01%	279
2025 Q2	$41.6K	Hold	499	–	–	0.01%	229
2025 Q1	$38.2K	Hold	499	–	–	0.01%	217
2024 Q4	$38.2K	Hold	499	–	–	0.01%	196
2024 Q3	$39.4K	Hold	499	–	–	0.01%	193
2024 Q2	$37.3K	Hold	499	–	–	0.01%	196
2024 Q1	$36.7K	Hold	499	–	–	0.02%	133
2023 Q4	$34.5K	Hold	499	–	–	0.02%	115
2023 Q3	$31.7K	Buy	+499	New	+$32.8K	0.02%	115
2023 Q2	–	Sell	-499	Closed	-$31.4K	–	296
2023 Q1	$31.4K	Buy	+499	New	+$31.2K	0.02%	105
2022 Q3	–	Sell	-499	Closed	-$30K	–	446
2022 Q2	$30K	Hold	499	–	–	0.02%	125
2022 Q1	$34K	Hold	499	–	–	0.02%	124
2021 Q4	$36K	Hold	499	–	–	0.02%	124
2021 Q3	$35K	Hold	499	–	–	0.02%	129
2021 Q2	$35K	Hold	499	–	–	0.03%	115
2021 Q1	$33K	Buy	+499	New	+$33K	0.03%	122

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

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

Activest Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 499 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #283.

Activest Wealth Management first reported a position in AOA in Q1 2021 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Activest Wealth Management held 499 shares of iShares Core 80/20 Aggressive Allocation ETF worth $48.7K as of Q2 2026.
Activest 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 Activest Wealth Management's portfolio in Q2 2026, its #283 holding.
Activest Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 19 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.