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 Q2	$212K	Sell	2,168 -138	-6%	-$13.2K	0.05%	137
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 New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Atlas Private Wealth Advisors's AOA Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6% in Q2 2026, selling an estimated $13.2K and leaving 2,168 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #137.

Atlas Private Wealth Advisors first reported a position in AOA in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.64M in Q4 2022. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Atlas Private Wealth Advisors held 2,168 shares of iShares Core 80/20 Aggressive Allocation ETF worth $212K as of Q2 2026.
Atlas Private Wealth Advisors sold 138 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $13.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #137 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 16 quarters since.
Atlas Private Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.64M in Q4 2022.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.