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 Q3	$2.31M	Buy	23,742 +1,756	+8%	+$172K	0.07%	288
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

CWA

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Dynamic Advisor Solutions's AOA Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8% in Q3 2026, buying an estimated $172K and bringing the position to 23,742 shares worth $2.31M. The position accounts for 0.07% of the portfolio, ranked #288.

Dynamic Advisor Solutions first reported a position in AOA in Q3 2018 and has held it in 17 quarters since. The position peaked at $4.15M in Q1 2024. 89 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Dynamic Advisor Solutions held 23,742 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.31M as of Q3 2026.
Dynamic Advisor Solutions bought 1,756 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $172K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #288 holding.
Dynamic Advisor Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2018 and has held it in 17 quarters since.
Dynamic Advisor Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4.15M in Q1 2024.
89 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.