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Clarity Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clarity Asset 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 		– Sell
-1,199
Closed -$106K – 75
2026
Q1 		$106K Buy
1,199
+812
+210% +$74K 0.05% 93
2025
Q4 		$34.6K Buy
387
+5
+1% +$445 0.02% 115
2025
Q3 		$33.7K Buy
+382
New +$32.5K 0.02% 115

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
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
SW
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

Clarity Asset Management's AOA Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 1,199 shares — an estimated $106K sold.

Clarity Asset Management first reported a position in AOA in Q3 2025 and held it in 3 quarters. The position peaked at $106K in Q1 2026. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 1,199 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $106K.
  • Clarity Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and held it in 3 quarters.
  • Clarity Asset Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $106K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.