AWA
AOA icon

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

Archvest 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 		– Sell
-2,687
Closed -$238K – 74
2026
Q1 		$238K Sell
2,687
-423
-14% -$38.5K 0.15% 64
2025
Q4 		$279K Sell
3,110
-828
-21% -$73.7K 0.18% 51
2025
Q3 		$347K Sell
3,938
-48,112
-92% -$4.1M 0.31% 46
2025
Q2 		$4.34M Sell
52,050
-624
-1% -$48.8K 3.78% 8
2025
Q1 		$4.03M Sell
52,674
-181
-0.3% -$14.1K 3.33% 11
2024
Q4 		$4.05M Sell
52,855
-836
-2% -$65.5K 2.94% 12
2024
Q3 		$4.24M Buy
53,691
+885
+2% +$67.2K 2.69% 9
2024
Q2 		$3.95M Buy
52,806
+7,417
+16% +$542K 2.62% 10
2024
Q1 		$3.32M Buy
45,389
+867
+2% +$61.2K 2.35% 11
2023
Q4 		$3.07M Buy
44,522
+1,177
+3% +$76.7K 2.32% 11
2023
Q3 		$2.75M Buy
43,345
+2,756
+7% +$181K 2.24% 12
2023
Q2 		$2.69M Buy
40,589
+1,739
+4% +$112K 2.21% 13
2023
Q1 		$2.47M Sell
38,850
-729
-2% -$45.5K 2.19% 13
2022
Q4 		$2.36M Buy
39,579
+6,076
+18% +$360K 2.34% 13
2022
Q3 		$1.86M Buy
33,503
+2,043
+6% +$124K 1.9% 13
2022
Q2 		$1.88M Buy
31,460
+480
+2% +$30.6K 1.88% 13
2022
Q1 		$2.14M Sell
30,980
-38
-0.1% -$2.63K 1.93% 13
2021
Q4 		$2.26M Buy
+31,018
New +$2.24M 1.96% 13

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Archvest Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 2,687 shares — an estimated $238K sold.

Archvest Wealth Advisors first reported a position in AOA in Q4 2021 and held it in 18 quarters. The position peaked at $4.34M in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Archvest Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Archvest Wealth Advisors sold 2,687 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $238K.
  • Archvest Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 18 quarters.
  • Archvest Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4.34M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.