Addison Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
Addison Advisors's AOA Position: Q3 2026 in Review
Addison Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.7% in Q3 2026, buying an estimated $392 and bringing the position to 152 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #395.
Addison Advisors first reported a position in AOA in Q3 2023 and has held it in 13 quarters since. 272 funds tracked by Wall St. Rank hold AOA as of Q3 2026.
- Addison Advisors held 152 shares of iShares Core 80/20 Aggressive Allocation ETF worth $14.8K as of Q3 2026.
- Addison Advisors bought 4 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $392.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Addison Advisors's portfolio in Q3 2026, its #395 holding.
- Addison Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 13 quarters since.
- 272 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.
Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.