Ancora Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ancora Advisors’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	$3.12K	Hold	32	–	–	﹤0.01%	1709
2026 Q1	$2.83K	Hold	32	–	–	﹤0.01%	2080
2025 Q4	$2.87K	Hold	32	–	–	﹤0.01%	2074
2025 Q3	$2.82K	Hold	32	–	–	﹤0.01%	1606
2025 Q2	$2.67K	Hold	32	–	–	﹤0.01%	1598
2025 Q1	$2.45K	Hold	32	–	–	﹤0.01%	1503
2024 Q4	$2.45K	Hold	32	–	–	﹤0.01%	1544
2024 Q3	$2.52K	Hold	32	–	–	﹤0.01%	1525
2024 Q2	$2.39K	Sell	32 -30	-48%	-$2.19K	﹤0.01%	1542
2024 Q1	$4.55K	Sell	62 -111	-64%	-$7.83K	﹤0.01%	1456
2023 Q4	$11.9K	Buy	173 +33	+24%	+$2.15K	﹤0.01%	1257
2023 Q3	$8.89K	Sell	140 -45	-24%	-$2.96K	﹤0.01%	1305
2023 Q2	$12.3K	Buy	185 +97	+110%	+$6.24K	﹤0.01%	1238
2023 Q1	$5.6K	Buy	88 +58	+193%	+$3.62K	﹤0.01%	1386
2022 Q4	$2K	Hold	30	–	–	﹤0.01%	1574
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	1770
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	1925
2022 Q1	$2K	Sell	30 -758	-96%	-$52.4K	﹤0.01%	2124
2021 Q4	$57K	Hold	788	–	–	﹤0.01%	1206
2021 Q3	$55K	Buy	788 +30	+4%	+$2.14K	﹤0.01%	1154
2021 Q2	$54K	Hold	758	–	–	﹤0.01%	1076
2021 Q1	$51K	Buy	+758	New	+$50.1K	﹤0.01%	1054

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

Ancora Advisors's AOA Position: Q2 2026 in Review

Ancora Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 32 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Ancora Advisors first reported a position in AOA in Q1 2021 and has held it in 22 quarters since. The position peaked at $57K in Q4 2021. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Ancora Advisors held 32 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.12K as of Q2 2026.
Ancora Advisors 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 Ancora Advisors's portfolio in Q2 2026, its #1709 holding.
Ancora Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 22 quarters since.
Ancora Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $57K in Q4 2021.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.