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

Delos Wealth 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 Q1	$1.06K	Hold	12	–	–	﹤0.01%	247
2025 Q4	$1.07K	Hold	12	–	–	﹤0.01%	241
2025 Q3	$1.06K	Hold	12	–	–	﹤0.01%	257
2025 Q2	$1K	Buy	+12	New	+$938	﹤0.01%	246

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Delos Wealth Advisors's AOA Position: Q1 2026 in Review

Delos Wealth Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 12 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Delos Wealth Advisors first reported a position in AOA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Delos Wealth Advisors held 12 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.06K as of Q1 2026.
Delos Wealth Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #247 holding.
Delos Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 4 quarters since.
Delos Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.07K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.