AF
AOA icon

Advisornet Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Advisornet Financial’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 		$735K Sell
7,531
-38
-0.5% -$3.63K 0.03% 336
2026
Q1 		$670K Sell
7,569
-526
-6% -$47.9K 0.03% 325
2025
Q4 		$725K Sell
8,095
-666
-8% -$59.3K 0.04% 311
2025
Q3 		$772K Sell
8,761
-562
-6% -$47.9K 0.04% 295
2025
Q2 		$778K Buy
9,323
+503
+6% +$39.3K 0.05% 280
2025
Q1 		$675K Buy
8,820
+101
+1% +$7.87K 0.05% 289
2024
Q4 		$668K Sell
8,719
-2,498
-22% -$196K 0.06% 256
2024
Q3 		$885K Sell
11,217
-334
-3% -$25.4K 0.07% 241
2024
Q2 		$864K Buy
11,551
+225
+2% +$16.4K 0.08% 225
2024
Q1 		$832K Buy
11,326
+758
+7% +$53.5K 0.08% 232
2023
Q4 		$730K Sell
10,568
-786
-7% -$51.2K 0.07% 264
2023
Q3 		$721K Sell
11,354
-2,243
-16% -$147K 0.07% 250
2023
Q2 		$902K Sell
13,597
-1,477
-10% -$95K 0.08% 224
2023
Q1 		$959K Sell
15,074
-1,086
-7% -$67.8K 0.09% 218
2022
Q4 		$966K Sell
16,160
-20
-0.1% -$1.18K 0.1% 208
2022
Q3 		$897K Buy
16,180
+725
+5% +$44.1K 0.09% 226
2022
Q2 		$926K Buy
15,455
+324
+2% +$20.6K 0.09% 219
2022
Q1 		$1.04M Buy
15,131
+73
+0.5% +$5.05K 0.07% 240
2021
Q4 		$1.1M Sell
15,058
-256
-2% -$18.5K 0.07% 243
2021
Q3 		$1.07M Sell
15,314
-363
-2% -$25.9K 0.07% 225
2021
Q2 		$1.11M Buy
15,677
+904
+6% +$62.9K 0.07% 235
2021
Q1 		$989K Buy
14,773
+94
+0.6% +$6.21K 0.07% 243
2020
Q4 		$942K Sell
14,679
-872
-6% -$53.3K 0.08% 227
2020
Q3 		$902K Sell
15,551
-1,466
-9% -$84.5K 0.08% 232
2020
Q2 		$934K Buy
17,017
+1,296
+8% +$67.4K 0.08% 230
2020
Q1 		$746K Sell
15,721
-534
-3% -$29.2K 0.07% 235
2019
Q4 		$943K Sell
16,255
-3,988
-20% -$225K 0.08% 226
2019
Q3 		$1.11M Buy
20,243
+511
+3% +$27.8K 0.1% 194
2019
Q2 		$1.09M Buy
19,732
+6,147
+45% +$332K 0.12% 176
2019
Q1 		$727K Buy
13,585
+1,394
+11% +$72.3K 0.09% 217
2018
Q4 		$592K Sell
12,191
-4,834
-28% -$247K 0.08% 223
2018
Q3 		$930K Sell
17,025
-1,612
-9% -$87.3K 0.12% 165
2018
Q2 		$995K Buy
18,637
+50
+0.3% +$2.69K 0.13% 144
2018
Q1 		$994K Sell
18,587
-2,157
-10% -$118K 0.14% 133
2017
Q4 		$1.12M Buy
+20,744
New +$1.13M 0.17% 121

Other funds holding AOA

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Advisornet Financial's AOA Position: Q2 2026 in Review

Advisornet Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.5% in Q2 2026, selling an estimated $3.63K and leaving 7,531 shares worth $735K. The position accounts for 0.03% of the portfolio, ranked #336.

Advisornet Financial first reported a position in AOA in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.12M in Q4 2017. 131 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Advisornet Financial held 7,531 shares of iShares Core 80/20 Aggressive Allocation ETF worth $735K as of Q2 2026.
  • Advisornet Financial sold 38 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $3.63K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #336 holding.
  • Advisornet Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.12M in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.