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Atlas Legacy Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Atlas Legacy 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 		$209K Sell
2,144
-448
-17% -$42.7K 0.03% 205
2026
Q1 		$229K Buy
2,592
+14
+0.5% +$1.27K 0.04% 183
2025
Q4 		$231K Sell
2,578
-200
-7% -$17.8K 0.04% 180
2025
Q3 		$245K Hold
2,778
– – 0.05% 184
2025
Q2 		$232K Sell
2,778
-100
-3% -$7.82K 0.05% 166
2025
Q1 		$224K Sell
2,878
-187
-6% -$14.6K 0.06% 158
2024
Q4 		$235K Buy
+3,065
New +$240K 0.06% 164

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

Atlas Legacy Advisors's AOA Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 17% in Q2 2026, selling an estimated $42.7K and leaving 2,144 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #205.

Atlas Legacy Advisors first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Atlas Legacy Advisors held 2,144 shares of iShares Core 80/20 Aggressive Allocation ETF worth $209K as of Q2 2026.
  • Atlas Legacy Advisors sold 448 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $42.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Atlas Legacy Advisors's portfolio in Q2 2026, its #205 holding.
  • Atlas Legacy Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $245K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.