Avior Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $864K | Sell |
8,848
-175
| -2% | -$16.7K | 0.02% | 391 |
|
|
2026
Q1 | $798K | Buy |
9,023
+347
| +4% | +$31.6K | 0.02% | 413 |
|
|
2025
Q4 | $777K | Sell |
8,676
-1,904
| -18% | -$170K | 0.02% | 354 |
|
|
2025
Q3 | $932K | Buy |
10,580
+170
| +2% | +$14.5K | 0.03% | 317 |
|
|
2025
Q2 | $868K | Buy |
10,410
+325
| +3% | +$25.4K | 0.03% | 322 |
|
|
2025
Q1 | $772K | Buy |
10,085
+3
| +0% | +$234 | 0.03% | 314 |
|
|
2024
Q4 | $772K | Sell |
10,082
-2
| -0% | -$157 | 0.03% | 337 |
|
|
2024
Q3 | $796K | Sell |
10,084
-741
| -7% | -$56.3K | 0.03% | 334 |
|
|
2024
Q2 | $809K | Buy |
10,825
+3,152
| +41% | +$230K | 0.03% | 322 |
|
|
2024
Q1 | $564K | Buy |
7,673
+13
| +0.2% | +$917 | 0.03% | 409 |
|
|
2023
Q4 | $529K | Sell |
7,660
-277
| -3% | -$18.1K | 0.03% | 329 |
|
|
2023
Q3 | $504K | Sell |
7,937
-462
| -6% | -$30.4K | 0.03% | 327 |
|
|
2023
Q2 | $557K | Sell |
8,399
-152
| -2% | -$9.78K | 0.04% | 313 |
|
|
2023
Q1 | $544K | Buy |
8,551
+299
| +4% | +$18.7K | 0.04% | 326 |
|
|
2022
Q4 | $493K | Sell |
8,252
-248
| -3% | -$14.7K | 0.04% | 306 |
|
|
2022
Q3 | $471K | Sell |
8,500
-921
| -10% | -$56K | 0.04% | 283 |
|
|
2022
Q2 | $564K | Buy |
9,421
+22
| +0.2% | +$1.4K | 0.06% | 237 |
|
|
2022
Q1 | $647K | Sell |
9,399
-2,802
| -23% | -$194K | 0.06% | 238 |
|
|
2021
Q4 | $888K | Sell |
12,201
-170
| -1% | -$12.3K | 0.07% | 219 |
|
|
2021
Q3 | $863K | Sell |
12,371
-2,627
| -18% | -$187K | 0.07% | 208 |
|
|
2021
Q2 | $1.06M | Buy |
14,998
+206
| +1% | +$14.3K | 0.11% | 168 |
|
|
2021
Q1 | $990K | Sell |
14,792
-1,519
| -9% | -$100K | 0.11% | 175 |
|
|
2020
Q4 | $1.05M | Sell |
16,311
-3,184
| -16% | -$195K | 0.13% | 150 |
|
|
2020
Q3 | $1.13M | Sell |
19,495
-1,664
| -8% | -$96K | 0.16% | 133 |
|
|
2020
Q2 | $1.16M | Sell |
21,159
-1,830
| -8% | -$95.2K | 0.18% | 127 |
|
|
2020
Q1 | $1.09M | Sell |
22,989
-444
| -2% | -$24.3K | 0.22% | 115 |
|
|
2019
Q4 | $1.36M | Sell |
23,433
-69
| -0.3% | -$3.89K | 0.22% | 109 |
|
|
2019
Q3 | $1.29M | Buy |
23,502
+2,435
| +12% | +$133K | 0.23% | 103 |
|
|
2019
Q2 | $1.16M | Buy |
21,067
+215
| +1% | +$11.6K | 0.21% | 110 |
|
|
2019
Q1 | $1.12M | Buy |
20,852
+111
| +0.5% | +$5.75K | 0.24% | 99 |
|
|
2018
Q4 | $1.01M | Buy |
20,741
+37
| +0.2% | +$1.89K | 0.24% | 96 |
|
|
2018
Q3 | $1.13M | Buy |
20,704
+494
| +2% | +$26.7K | 0.24% | 97 |
|
|
2018
Q2 | $1.08M | Buy |
20,210
+1,046
| +5% | +$56.3K | 0.24% | 97 |
|
|
2018
Q1 | $1.02M | Sell |
19,164
-1,666
| -8% | -$91K | 0.24% | 102 |
|
|
2017
Q4 | $112K | Sell |
20,830
-483
| -2% | -$26.4K | 0.03% | 437 |
|
|
2017
Q3 | $1.14M | Sell |
21,313
-485
| -2% | -$25.5K | 0.38% | 90 |
|
|
2017
Q2 | $1.13M | Buy |
21,798
+1,569
| +8% | +$80.1K | 0.46% | 74 |
|
|
2017
Q1 | $1.01M | Buy |
20,229
+934
| +5% | +$45.7K | 0.34% | 96 |
|
|
2016
Q4 | $911K | Buy |
19,295
+2,489
| +15% | +$117K | 0.34% | 97 |
|
|
2016
Q3 | $798K | Buy |
16,806
+8,560
| +104% | +$402K | 0.31% | 97 |
|
|
2016
Q2 | $378K | Buy |
8,246
+3,341
| +68% | +$152K | 0.16% | 110 |
|
|
2016
Q1 | $222K | Buy |
4,905
+1,960
| +67% | +$84.6K | 0.1% | 121 |
|
|
2015
Q4 | $132K | Buy |
2,945
+1
| +0% | +$46 | 0.07% | 125 |
|
|
2015
Q3 | $128K | Buy |
2,944
+133
| +5% | +$6.1K | 0.08% | 120 |
|
|
2015
Q2 | $133K | Hold |
2,811
| – | – | 0.1% | 81 |
|
|
2015
Q1 | $134K | Buy |
2,811
+43
| +2% | +$2.02K | 0.1% | 85 |
|
|
2014
Q4 | $128K | Hold |
2,768
| – | – | 0.1% | 81 |
|
|
2014
Q3 | $126K | Buy |
2,768
+198
| +8% | +$9.22K | 0.11% | 78 |
|
|
2014
Q2 | $121K | Buy |
2,570
+2,043
| +388% | +$93.7K | 0.1% | 77 |
|
|
2014
Q1 | $24K | Buy |
+527
| New | +$23.4K | 0.02% | 180 |
|
Other funds holding AOA
JSA
EIG
FIA
WA
Avior Wealth Management's AOA Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.9% in Q2 2026, selling an estimated $16.7K and leaving 8,848 shares worth $864K. The position accounts for 0.02% of the portfolio, ranked #391.
Avior Wealth Management first reported a position in AOA in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.36M in Q4 2019. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Avior Wealth Management held 8,848 shares of iShares Core 80/20 Aggressive Allocation ETF worth $864K as of Q2 2026.
- Avior Wealth Management sold 175 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $16.7K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #391 holding.
- Avior Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2014 and has held it in 50 quarters since.
- Avior Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.36M in Q4 2019.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.