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

Aventura Private Wealth’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	$2.44K	Hold	25	–	–	﹤0.01%	798
2026 Q1	$2.21K	Hold	25	–	–	﹤0.01%	737
2025 Q4	$2.24K	Hold	25	–	–	﹤0.01%	675
2025 Q3	$2.2K	Hold	25	–	–	﹤0.01%	666
2025 Q2	$2.08K	Hold	25	–	–	﹤0.01%	623
2025 Q1	$1.91K	Buy	+25	New	+$1.95K	﹤0.01%	608

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

Aventura Private Wealth's AOA Position: Q2 2026 in Review

Aventura Private Wealth held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 25 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Aventura Private Wealth first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Aventura Private Wealth held 25 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.44K as of Q2 2026.
Aventura Private Wealth left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #798 holding.
Aventura Private Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.