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

Arbor Investment 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 		$499K Buy
5,108
+1,753
+52% +$167K 0.06% 79
2026
Q1 		$297K Sell
3,355
-907
-21% -$82.6K 0.04% 87
2025
Q4 		$382K Sell
4,262
-1,460
-26% -$130K 0.05% 70
2025
Q3 		$504K Buy
5,722
+1,518
+36% +$129K 0.06% 71
2025
Q2 		$351K Buy
4,204
+716
+21% +$56K 0.04% 74
2025
Q1 		$267K Sell
3,488
-1,189
-25% -$92.6K 0.04% 92
2024
Q4 		$358K Sell
4,677
-403
-8% -$31.6K 0.05% 69
2024
Q3 		$401K Buy
5,080
+600
+13% +$45.6K 0.05% 73
2024
Q2 		$335K Sell
4,480
-489
-10% -$35.7K 0.05% 69
2024
Q1 		$365K Buy
4,969
+558
+13% +$39.4K 0.05% 73
2023
Q4 		$305K Buy
4,411
+29
+0.7% +$1.89K 0.05% 76
2023
Q3 		$278K Sell
4,382
-1
-0% -$66 0.05% 77
2023
Q2 		$291K Buy
4,383
+103
+2% +$6.63K 0.05% 77
2023
Q1 		$272K Buy
4,280
+151
+4% +$9.43K 0.05% 80
2022
Q4 		$247K Buy
+4,129
New +$244K 0.05% 89
2022
Q3 		– Sell
-3,910
Closed -$234K – 86
2022
Q2 		$234K Buy
3,910
+220
+6% +$14K 0.05% 94
2022
Q1 		$254K Buy
+3,690
New +$255K 0.05% 100

Other funds holding AOA

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Arbor Investment Advisors's AOA Position: Q2 2026 in Review

Arbor Investment Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 52% in Q2 2026, buying an estimated $167K and bringing the position to 5,108 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #79.

Arbor Investment Advisors first reported a position in AOA in Q1 2022 and has held it in 17 quarters since. The position peaked at $504K in Q3 2025. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Arbor Investment Advisors held 5,108 shares of iShares Core 80/20 Aggressive Allocation ETF worth $499K as of Q2 2026.
  • Arbor Investment Advisors bought 1,753 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $167K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Arbor Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Arbor Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 17 quarters since.
  • Arbor Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $504K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.