Atomic Invest’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Atomic Invest’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 Q3	$133K	Buy	1,367 +1	+0.1%	+$98	0.02%	103
2026 Q2	$133K	Hold	1,366	–	–	0.01%	87
2026 Q1	$118K	Hold	1,366	–	–	0.06%	73
2025 Q4	$123K	Buy	+1,366	New	+$122K	0.07%	64

Other funds holding AOA

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellenbecker Investment Group Waukesha, Wisconsin $955M AUM 10.41% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Atomic Invest's AOA Position: Q3 2026 in Review

Atomic Invest increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.07% in Q3 2026, buying an estimated $98 and bringing the position to 1,367 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #103.

Atomic Invest first reported a position in AOA in Q4 2025 and has held it in 4 quarters since. The position peaked at $133K in Q2 2026. 375 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Atomic Invest held 1,367 shares of iShares Core 80/20 Aggressive Allocation ETF worth $133K as of Q3 2026.
Atomic Invest bought 1 iShares Core 80/20 Aggressive Allocation ETF share in Q3 2026, an estimated $98.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Atomic Invest's portfolio in Q3 2026, its #103 holding.
Atomic Invest first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 4 quarters since.
Atomic Invest's iShares Core 80/20 Aggressive Allocation ETF position peaked at $133K in Q2 2026.
375 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.