Diversify Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
Diversify Advisory Services's AOA Position: Q3 2026 in Review
Diversify Advisory Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 13% in Q3 2026, buying an estimated $145K and bringing the position to 12,816 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #588.
Diversify Advisory Services first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold AOA as of Q3 2026.
- Diversify Advisory Services held 12,816 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.25M as of Q3 2026.
- Diversify Advisory Services bought 1,479 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $145K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #588 holding.
- Diversify Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
- 112 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.