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

Citadel 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
2025
Q4 		– Sell
-4,900
Closed -$432K – 12583
2025
Q3 		$432K Buy
+4,900
New +$417K ﹤0.01% 9487

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Citadel Advisors's AOA Position: Q2 2026 in Review

Citadel Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 242% in Q2 2026, buying an estimated $2.73M and bringing the position to 40,400 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #5144.

Citadel Advisors first reported a position in AOA in Q3 2015 and has held it in 25 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Citadel Advisors held 40,400 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.94M as of Q2 2026.
  • Citadel Advisors bought 28,599 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.73M.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5144 holding.
  • Citadel Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2015 and has held it in 25 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.