Diversify Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
+11,337
New +$1.08M 0.02% 602
2026
Q1
Sell
-3,648
Closed -$334K 239
2025
Q4
$334K Buy
3,648
+381
+12% +$33.9K 0.01% 727
2025
Q3
$292K Buy
+3,267
New +$278K 0.01% 730

Other funds holding AOA

Diversify Advisory Services's AOA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 11,337 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #602 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AOA as recently as Q4 2025.

Diversify Advisory Services first reported a position in AOA in Q3 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Diversify Advisory Services held 11,337 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.09M as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #602 holding.
  • Diversify Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.