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Dynamic Advisor Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Dynamic Advisor Solutions’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 		$2.15M Sell
21,986
-14,284
-39% -$1.36M 0.06% 324
2026
Q1 		$3.21M Buy
36,270
+13,044
+56% +$1.19M 0.1% 217
2025
Q4 		$2.08M Buy
23,226
+2,444
+12% +$218K 0.07% 286
2025
Q3 		$1.83M Buy
20,782
+1,260
+6% +$107K 0.05% 334
2025
Q2 		$1.63M Buy
19,522
+8,282
+74% +$648K 0.05% 341
2025
Q1 		$860K Sell
11,240
-7,346
-40% -$572K 0.03% 458
2024
Q4 		$1.42M Buy
18,586
+8,903
+92% +$697K 0.06% 258
2024
Q3 		$764K Buy
9,683
+1,238
+15% +$94.1K 0.02% 521
2024
Q2 		$632K Sell
8,445
-48,043
-85% -$3.51M 0.02% 570
2024
Q1 		$4.15M Buy
56,488
+42,904
+316% +$3.03M 0.14% 189
2023
Q4 		$924K Buy
13,584
+80
+0.6% +$5.21K 0.03% 429
2023
Q3 		$857K Buy
13,504
+2,270
+20% +$149K 0.04% 389
2023
Q2 		$745K Buy
11,234
+8,040
+252% +$517K 0.04% 407
2023
Q1 		$203K Buy
+3,194
New +$199K 0.01% 696
2021
Q1 		– Sell
-3,158
Closed -$203K – 692
2020
Q4 		$203K Buy
+3,158
New +$193K 0.02% 600
2018
Q4 		– Sell
-7,245
Closed -$396K – 401
2018
Q3 		$396K Buy
+7,245
New +$392K 0.08% 253

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Dynamic Advisor Solutions's AOA Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 39% in Q2 2026, selling an estimated $1.36M and leaving 21,986 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #324.

Dynamic Advisor Solutions first reported a position in AOA in Q3 2018 and has held it in 16 quarters since. The position peaked at $4.15M in Q1 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Dynamic Advisor Solutions held 21,986 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.15M as of Q2 2026.
  • Dynamic Advisor Solutions sold 14,284 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #324 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2018 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4.15M in Q1 2024.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.