Annis Gardner Whiting Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Annis Gardner Whiting Capital 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	$481K	Hold	4,930	–	–	0.07%	208
2026 Q1	$436K	Hold	4,930	–	–	0.07%	206
2025 Q4	$442K	Hold	4,930	–	–	0.08%	198
2025 Q3	$435K	Buy	+4,930	New	+$420K	0.09%	183

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

Annis Gardner Whiting Capital Advisors's AOA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 4,930 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #208.

Annis Gardner Whiting Capital Advisors first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 4,930 shares of iShares Core 80/20 Aggressive Allocation ETF worth $481K as of Q2 2026.
Annis Gardner Whiting Capital 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 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #208 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.