Boston Standard Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Boston Standard Wealth Management’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	$827K	Buy	8,480 +50	+0.6%	+$4.77K	0.12%	30
2026 Q1	$750K	Sell	8,430 -594	-7%	-$54.1K	0.12%	31
2025 Q4	$808K	Buy	9,024 +361	+4%	+$32.1K	0.13%	28
2025 Q3	$764K	Buy	8,663 +776	+10%	+$66.1K	0.13%	31
2025 Q2	$658K	Buy	7,887 +756	+11%	+$59.1K	0.12%	30
2025 Q1	$533K	Sell	7,131 -129	-2%	-$10.1K	0.12%	30
2024 Q4	$556K	Buy	7,260 +141	+2%	+$11K	0.11%	30
2024 Q3	$562K	Sell	7,119 -12	-0.2%	-$912	0.11%	31
2024 Q2	$533K	Sell	7,131 -91	-1%	-$6.65K	0.12%	30
2024 Q1	$531K	Sell	7,222 -199	-3%	-$14K	0.12%	31
2023 Q4	$471K	Hold	7,421	–	–	0.12%	31
2023 Q3	$471K	Buy	7,421 +28	+0.4%	+$1.84K	0.12%	31
2023 Q2	$490K	Buy	7,393 +153	+2%	+$9.84K	0.13%	31
2023 Q1	$460K	Buy	7,240 +528	+8%	+$33K	0.13%	30
2022 Q4	$401K	Sell	6,712 -14	-0.2%	-$829	0.12%	32
2022 Q3	$373K	Buy	6,726 +112	+2%	+$6.81K	0.13%	29
2022 Q2	$399K	Buy	6,614 +273	+4%	+$17.4K	0.13%	29
2022 Q1	$437K	Buy	6,341 +257	+4%	+$17.8K	0.13%	30
2021 Q4	$443K	Sell	6,084 -18	-0.3%	-$1.3K	0.12%	30
2021 Q3	$426K	Buy	6,102 +1	+0%	+$71	0.13%	30
2021 Q2	$431K	Sell	6,101 -188	-3%	-$13.1K	0.13%	29
2021 Q1	$420K	Sell	6,289 -323	-5%	-$21.3K	0.14%	29
2020 Q4	$424K	Sell	6,612 -254	-4%	-$15.5K	0.16%	27
2020 Q3	$398K	Sell	6,866 -132	-2%	-$7.61K	0.17%	27
2020 Q2	$384K	Sell	6,998 -103	-1%	-$5.36K	0.17%	27
2020 Q1	$327K	Buy	7,101 +12	+0.2%	+$657	0.18%	27
2019 Q4	$411K	Sell	7,089 -20	-0.3%	-$1.13K	0.18%	26
2019 Q3	$390K	Sell	7,109 -684	-9%	-$37.3K	0.19%	23
2019 Q2	$428K	Buy	7,793 +93	+1%	+$5.02K	0.21%	25
2019 Q1	$416K	Sell	7,700 -256,554	-97%	-$13.3M	0.22%	25
2018 Q4	$386K	Buy	264,254 +256,089	+3,136%	+$13.1M	0.23%	22
2018 Q3	$444K	Buy	+8,165	New	+$442K	0.24%	21
2018 Q1	$403K	Buy	7,525 +181	+2%	+$9.88K	0.25%	25
2017 Q4	$396K	Sell	7,344 -562	-7%	-$30.7K	0.25%	24
2017 Q3	$424K	Buy	7,906 +46	+0.6%	+$2.42K	0.28%	16
2017 Q2	$407K	Sell	7,860 -1,337	-15%	-$68.2K	0.28%	17
2017 Q1	$459K	Sell	9,197 -1,047	-10%	-$51.2K	0.35%	17
2016 Q4	$484K	Buy	10,244 +227	+2%	+$10.7K	0.38%	18
2016 Q3	$476K	Buy	10,017 +66	+0.7%	+$3.1K	0.38%	19
2016 Q2	$456K	Buy	9,951 +171	+2%	+$7.78K	0.4%	20
2016 Q1	$444K	Buy	+9,780	New	+$422K	0.41%	20
2015 Q4	–	Sell	-8,992	Closed	-$386K	–	20
2015 Q3	$386K	Buy	8,992 +543	+6%	+$24.9K	0.38%	21
2015 Q2	$399K	Buy	8,449 +331	+4%	+$16K	0.37%	21
2015 Q1	$392K	Buy	8,118 +776	+11%	+$36.4K	0.37%	22
2014 Q4	$336K	Buy	+7,342	New	+$337K	0.33%	22

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Boston Standard Wealth Management's AOA Position: Q2 2026 in Review

Boston Standard Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.59% in Q2 2026, buying an estimated $4.77K and bringing the position to 8,480 shares worth $827K. The position accounts for 0.12% of the portfolio, ranked #30.

Boston Standard Wealth Management first reported a position in AOA in Q4 2014 and has held it in 45 quarters since. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Boston Standard Wealth Management held 8,480 shares of iShares Core 80/20 Aggressive Allocation ETF worth $827K as of Q2 2026.
Boston Standard Wealth Management bought 50 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $4.77K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Boston Standard Wealth Management's portfolio in Q2 2026, its #30 holding.
Boston Standard Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and has held it in 45 quarters since.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.