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Diversified Trust’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Diversified Trust’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 		$1.12M Buy
11,428
+429
+4% +$40.9K 0.02% 465
2026
Q1 		$973K Sell
10,999
-28
-0.3% -$2.55K 0.02% 468
2025
Q4 		$988K Buy
11,027
+513
+5% +$45.7K 0.02% 449
2025
Q3 		$927K Buy
10,514
+468
+5% +$39.9K 0.02% 437
2025
Q2 		$838K Sell
10,046
-1,440
-13% -$113K 0.02% 433
2025
Q1 		$879K Buy
11,486
+51
+0.4% +$3.97K 0.02% 407
2024
Q4 		$876K Sell
11,435
-157
-1% -$12.3K 0.02% 405
2024
Q3 		$915K Sell
11,592
-1,389
-11% -$106K 0.02% 403
2024
Q2 		$971K Buy
12,981
+555
+4% +$40.6K 0.03% 336
2024
Q1 		$913K Buy
12,426
+1,266
+11% +$89.3K 0.03% 340
2023
Q4 		$771K Buy
11,160
+691
+7% +$45K 0.03% 364
2023
Q3 		$665K Sell
10,469
-748
-7% -$49.2K 0.03% 367
2023
Q2 		$744K Buy
11,217
+137
+1% +$8.81K 0.03% 352
2023
Q1 		$705K Buy
11,080
+515
+5% +$32.2K 0.03% 355
2022
Q4 		$631K Buy
10,565
+774
+8% +$45.8K 0.03% 367
2022
Q3 		$543K Buy
9,791
+235
+2% +$14.3K 0.02% 368
2022
Q2 		$572K Buy
9,556
+856
+10% +$54.5K 0.02% 352
2022
Q1 		$600K Buy
8,700
+1,247
+17% +$86.2K 0.02% 388
2021
Q4 		$543K Buy
7,453
+694
+10% +$50K 0.02% 433
2021
Q3 		$472K Buy
6,759
+628
+10% +$44.7K 0.02% 420
2021
Q2 		$433K Sell
6,131
-39
-0.6% -$2.71K 0.02% 441
2021
Q1 		$413K Buy
6,170
+812
+15% +$53.6K 0.02% 443
2020
Q4 		$344K Buy
5,358
+181
+3% +$11.1K 0.01% 464
2020
Q3 		$300K Buy
5,177
+23
+0.4% +$1.33K 0.01% 448
2020
Q2 		$283K Buy
5,154
+613
+13% +$31.9K 0.01% 410
2020
Q1 		$216K Buy
4,541
+533
+13% +$29.2K 0.01% 359
2019
Q4 		$232K Buy
+4,008
New +$226K 0.01% 392

Other funds holding AOA

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SFG
Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Diversified Trust's AOA Position: Q2 2026 in Review

Diversified Trust increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.9% in Q2 2026, buying an estimated $40.9K and bringing the position to 11,428 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #465.

Diversified Trust first reported a position in AOA in Q4 2019 and has held it in 27 quarters since. 82 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Diversified Trust held 11,428 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.12M as of Q2 2026.
  • Diversified Trust bought 429 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $40.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #465 holding.
  • Diversified Trust first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.