Arax Advisory Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Arax Advisory Partners’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	$771K	Buy	7,903 +2,789	+55%	+$266K	0.01%	1355
2026 Q1	$453K	Buy	5,114 +397	+8%	+$36.2K	0.01%	688
2025 Q4	$422K	Buy	+4,717	New	+$420K	0.01%	666
2025 Q3	–	Sell	-4,550	Closed	-$379K	–	3624
2025 Q2	$379K	Buy	4,550 +202	+5%	+$15.8K	0.02%	467
2025 Q1	$333K	Buy	4,348 +143	+3%	+$11.1K	0.02%	399
2024 Q4	$322K	Sell	4,205 -1,041	-20%	-$81.5K	0.02%	390
2024 Q3	$414K	Sell	5,246 -3,117	-37%	-$237K	0.04%	230
2024 Q2	$625K	Buy	8,363 +181	+2%	+$13.2K	0.06%	154
2024 Q1	$601K	Buy	8,182 +675	+9%	+$47.6K	0.06%	143
2023 Q4	$518K	Buy	7,507 +1,018	+16%	+$66.3K	0.06%	144
2023 Q3	$412K	Buy	6,489 +219	+3%	+$14.4K	0.05%	171
2023 Q2	$416K	Buy	6,270 +320	+5%	+$20.6K	0.05%	146
2023 Q1	$378K	Sell	5,950 -173	-3%	-$10.8K	0.05%	153
2022 Q4	$366K	Buy	6,123 +462	+8%	+$27.3K	0.05%	147
2022 Q3	$314K	Buy	5,661 +621	+12%	+$37.7K	0.05%	149
2022 Q2	$302K	Buy	5,040 +1,691	+50%	+$108K	0.05%	160
2022 Q1	$231K	Buy	3,349 +411	+14%	+$28.4K	0.03%	219
2021 Q4	$214K	Buy	2,938 +687	+31%	+$49.5K	0.03%	231
2021 Q3	$157K	Buy	2,251 +69	+3%	+$4.91K	0.02%	256
2021 Q2	$154K	Buy	+2,182	New	+$152K	0.02%	261
2020 Q4	$128K	Buy	1,994 +167	+9%	+$10.2K	0.02%	258
2020 Q3	$106K	Buy	1,827 +47	+3%	+$2.71K	0.02%	262
2020 Q2	$98K	Buy	1,780 +25	+1%	+$1.3K	0.02%	261
2020 Q1	$83K	Buy	1,755 +1,410	+409%	+$77.2K	0.02%	259
2019 Q4	$20K	Sell	345 -3	-0.9%	-$169	0.01%	416
2019 Q3	$19K	Buy	348 +3	+0.9%	+$163	0.01%	410
2019 Q2	$19K	Buy	+345	New	+$18.6K	0.01%	412

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

Arax Advisory Partners's AOA Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 55% in Q2 2026, buying an estimated $266K and bringing the position to 7,903 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #1355.

Arax Advisory Partners first reported a position in AOA in Q2 2019 and has held it in 27 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Arax Advisory Partners held 7,903 shares of iShares Core 80/20 Aggressive Allocation ETF worth $771K as of Q2 2026.
Arax Advisory Partners bought 2,789 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $266K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1355 holding.
Arax Advisory Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2019 and has held it in 27 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.