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

Aquire Wealth 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	$532K	Buy	5,447 +132	+2%	+$12.6K	0.12%	33
2026 Q1	$470K	Buy	5,315 +123	+2%	+$11.2K	0.12%	33
2025 Q4	$465K	Sell	5,192 -844	-14%	-$75.1K	0.12%	32
2025 Q3	$532K	Sell	6,036 -134	-2%	-$11.4K	0.13%	31
2025 Q2	$515K	Buy	6,170 +414	+7%	+$32.4K	0.14%	30
2025 Q1	$440K	Buy	5,756 +192	+3%	+$15K	0.14%	34
2024 Q4	$426K	Buy	5,564 +267	+5%	+$20.9K	0.13%	34
2024 Q3	$418K	Buy	5,297 +209	+4%	+$15.9K	0.13%	34
2024 Q2	$380K	Buy	5,088 +274	+6%	+$20K	0.13%	33
2024 Q1	$354K	Buy	4,814 +246	+5%	+$17.4K	0.12%	36
2023 Q4	$315K	Buy	4,568 +483	+12%	+$31.5K	0.12%	33
2023 Q3	$259K	Buy	4,085 +43	+1%	+$2.83K	0.11%	34
2023 Q2	$268K	Buy	4,042 +475	+13%	+$30.6K	0.11%	33
2023 Q1	$227K	Buy	3,567 +174	+5%	+$10.9K	0.1%	33
2022 Q4	$203K	Buy	+3,393	New	+$201K	0.1%	33
2022 Q1	–	Sell	-2,777	Closed	-$202K	–	49
2021 Q4	$202K	Buy	+2,777	New	+$200K	0.11%	38

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

Aquire Wealth Advisors's AOA Position: Q2 2026 in Review

Aquire Wealth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 5,447 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #33.

Aquire Wealth Advisors first reported a position in AOA in Q4 2021 and has held it in 16 quarters since. The position peaked at $532K in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Aquire Wealth Advisors held 5,447 shares of iShares Core 80/20 Aggressive Allocation ETF worth $532K as of Q2 2026.
Aquire Wealth Advisors bought 132 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $12.6K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Aquire Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Aquire Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 16 quarters since.
Aquire Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $532K in Q3 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.