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

Diversify Advisory Services’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 		– 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

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Diversify Advisory Services's AOA Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 3,648 shares — an estimated $334K sold.

Diversify Advisory Services first reported a position in AOA in Q3 2025 and held it in 2 quarters. The position peaked at $334K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 3,648 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $334K.
  • Diversify Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and held it in 2 quarters.
  • Diversify Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $334K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.