DT Investment Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

DT Investment Partners’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	$4.39K	Hold	45	–	–	﹤0.01%	450
2026 Q1	$3.98K	Hold	45	–	–	﹤0.01%	465
2025 Q4	$4.03K	Hold	45	–	–	﹤0.01%	493
2025 Q3	$3.97K	Hold	45	–	–	﹤0.01%	488
2025 Q2	$3.75K	Hold	45	–	–	﹤0.01%	484
2025 Q1	$3.44K	Hold	45	–	–	﹤0.01%	509
2024 Q4	$3.45K	Hold	45	–	–	﹤0.01%	514
2024 Q3	$3.55K	Hold	45	–	–	﹤0.01%	562
2024 Q2	$3.37K	Hold	45	–	–	﹤0.01%	453
2024 Q1	$3.31K	Hold	45	–	–	﹤0.01%	404
2023 Q4	$3.14K	Hold	45	–	–	﹤0.01%	404
2023 Q3	$2.86K	Hold	45	–	–	﹤0.01%	398
2023 Q2	$3.03K	Buy	+45	New	+$2.9K	﹤0.01%	409

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

DT Investment Partners's AOA Position: Q2 2026 in Review

DT Investment Partners held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 45 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

DT Investment Partners first reported a position in AOA in Q2 2023 and has held it in 13 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

DT Investment Partners held 45 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.39K as of Q2 2026.
DT Investment Partners left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #450 holding.
DT Investment Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 13 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.