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

AssuredPartners 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 		$236K Buy
+2,422
New +$231K 0.02% 377

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

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

AssuredPartners Investment Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,422 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings.

422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,422 shares of iShares Core 80/20 Aggressive Allocation ETF worth $236K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new AssuredPartners Investment Advisors position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #377 holding.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.