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

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

Aprio Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.28% in Q2 2026, buying an estimated $859 and bringing the position to 3,279 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #490.

Aprio Wealth Management first reported a position in AOA in Q4 2021 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

• Aprio Wealth Management held 3,279 shares of iShares Core 80/20 Aggressive Allocation ETF worth $320K as of Q2 2026.
• Aprio Wealth Management bought 9 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $859.
• iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #490 holding.
• Aprio Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 11 quarters since.
• 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.