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Aventus Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Aventus Investment 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 		$98 Hold
1
– – ﹤0.01% 155
2026
Q1 		$88 Buy
+1
New +$91 ﹤0.01% 146

Other funds holding AOA

EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aventus Investment Advisors's AOA Position: Q2 2026 in Review

Aventus Investment Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 1 share worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Aventus Investment Advisors first reported a position in AOA in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Aventus Investment Advisors held 1 share of iShares Core 80/20 Aggressive Allocation ETF worth $98 as of Q2 2026.
  • Aventus Investment Advisors 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 Aventus Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • Aventus Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.