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

Atlas Private 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
Q1 		$204K Buy
+2,306
New +$210K 0.05% 130
2025
Q3 		– Sell
-4,006
Closed -$334K – 139
2025
Q2 		$334K Sell
4,006
-5
-0.1% -$391 0.04% 147
2025
Q1 		$307K Sell
4,011
-846
-17% -$65.9K 0.04% 140
2024
Q4 		$372K Buy
4,857
+535
+12% +$41.9K 0.05% 118
2024
Q3 		$341K Buy
4,322
+449
+12% +$34.1K 0.05% 114
2024
Q2 		$290K Buy
+3,873
New +$283K 0.05% 123
2023
Q4 		– Sell
-3,508
Closed -$223K – 163
2023
Q3 		$223K Sell
3,508
-325
-8% -$21.4K 0.04% 167
2023
Q2 		$254K Buy
+3,833
New +$247K 0.05% 156
2023
Q1 		– Sell
-27,377
Closed -$1.64M – 133
2022
Q4 		$1.64M Buy
+27,377
New +$1.62M 0.87% 20
2021
Q4 		– Sell
-2,317
Closed -$162K – 179
2021
Q3 		$162K Sell
2,317
-290
-11% -$20.7K 0.08% 143
2021
Q2 		$184K Buy
2,607
+517
+25% +$36K 0.1% 120
2021
Q1 		$140K Buy
2,090
+131
+7% +$8.65K 0.08% 132
2020
Q4 		$126K Buy
1,959
+5
+0.3% +$306 0.08% 129
2020
Q3 		$113K Buy
1,954
+101
+5% +$5.82K 0.09% 132
2020
Q2 		$102K Buy
+1,853
New +$96.4K 0.09% 143

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atlas Private Wealth Advisors's AOA Position: Q1 2026 in Review

Atlas Private Wealth Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026: 2,306 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in AOA as recently as Q2 2025.

Atlas Private Wealth Advisors first reported a position in AOA in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.64M in Q4 2022. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Atlas Private Wealth Advisors held 2,306 shares of iShares Core 80/20 Aggressive Allocation ETF worth $204K as of Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Atlas Private Wealth Advisors position in Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #130 holding.
  • Atlas Private Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2020 and has held it in 15 quarters since.
  • Atlas Private Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.64M in Q4 2022.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.