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

Chemistry 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	$252K	Buy	2,579 +60	+2%	+$5.72K	0.04%	188
2026 Q1	$223K	Sell	2,519 -35	-1%	-$3.19K	0.04%	195
2025 Q4	$229K	Buy	2,554 +46	+2%	+$4.1K	0.04%	183
2025 Q3	$221K	Buy	2,508 +36	+1%	+$3.07K	0.04%	191
2025 Q2	$206K	Buy	+2,472	New	+$193K	0.04%	188

Other funds holding AOA

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

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Chemistry Wealth Management's AOA Position: Q2 2026 in Review

Chemistry Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.4% in Q2 2026, buying an estimated $5.72K and bringing the position to 2,579 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #188.

Chemistry Wealth Management first reported a position in AOA in Q2 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Chemistry Wealth Management held 2,579 shares of iShares Core 80/20 Aggressive Allocation ETF worth $252K as of Q2 2026.
Chemistry Wealth Management bought 60 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $5.72K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Chemistry Wealth Management's portfolio in Q2 2026, its #188 holding.
Chemistry Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 5 quarters since.
131 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.