Berman McAleer’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Berman McAleer’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	$720K	Hold	7,372	–	–	0.08%	84
2026 Q1	$652K	Sell	7,372 -1,005	-12%	-$91.5K	0.09%	83
2025 Q4	$750K	Buy	8,377 +3,872	+86%	+$345K	0.1%	76
2025 Q3	$397K	Buy	+4,505	New	+$384K	0.06%	105

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

Berman McAleer's AOA Position: Q2 2026 in Review

Berman McAleer held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 7,372 shares worth $720K. The position accounts for 0.08% of the portfolio, ranked #84.

Berman McAleer first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $750K in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Berman McAleer held 7,372 shares of iShares Core 80/20 Aggressive Allocation ETF worth $720K as of Q2 2026.
Berman McAleer left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of Berman McAleer's portfolio in Q2 2026, its #84 holding.
Berman McAleer first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
Berman McAleer's iShares Core 80/20 Aggressive Allocation ETF position peaked at $750K in Q4 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.