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

Clearstead 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
2026
Q2 		$6M Sell
61,477
-85
-0.1% -$8.11K 0.06% 226
2026
Q1 		$5.45M Sell
61,562
-406
-0.7% -$37K 0.05% 223
2025
Q4 		$5.55M Sell
61,968
-34
-0.1% -$3.03K 0.07% 192
2025
Q3 		$5.46M Sell
62,002
-517
-0.8% -$44K 0.07% 192
2025
Q2 		$5.21M Sell
62,519
-618
-1% -$48.3K 0.07% 191
2025
Q1 		$4.83M Buy
63,137
+502
+0.8% +$39.1K 0.07% 184
2024
Q4 		$4.8M Buy
62,635
+2,966
+5% +$232K 0.07% 186
2024
Q3 		$4.71M Buy
59,669
+283
+0.5% +$21.5K 0.07% 192
2024
Q2 		$4.44M Buy
59,386
+59,226
+37,016% +$4.33M 0.08% 189
2024
Q1 		$11.7K Buy
+160
New +$11.3K ﹤0.01% 1032

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

Clearstead Advisors's AOA Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.14% in Q2 2026, selling an estimated $8.11K and leaving 61,477 shares worth $6M. The position accounts for 0.06% of the portfolio, ranked #226.

Clearstead Advisors first reported a position in AOA in Q1 2024 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Clearstead Advisors held 61,477 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6M as of Q2 2026.
  • Clearstead Advisors sold 85 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $8.11K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Clearstead Advisors's portfolio in Q2 2026, its #226 holding.
  • Clearstead Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 10 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.