Diversify Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Diversify Wealth Management's AOA Position: Q2 2026 in Review
Diversify Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 11,337 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #602.
Diversify Wealth Management first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Diversify Wealth Management held 11,337 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.09M as of Q2 2026.
- Diversify Wealth Management bought 1,117 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $107K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #602 holding.
- Diversify Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.