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EP Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

EP Wealth Advisors’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 		$3.1M Buy
31,800
+1,166
+4% +$111K 0.01% 486
2026
Q1 		$2.71M Buy
+30,634
New +$2.79M 0.01% 412
2025
Q2 		$251K Buy
3,015
+39
+1% +$3.05K ﹤0.01% 1119
2025
Q1 		$228K Hold
2,976
– – ﹤0.01% 1066
2024
Q4 		$228K Buy
2,976
+38
+1% +$2.98K ﹤0.01% 1012
2024
Q3 		$232K Buy
2,938
+21
+0.7% +$1.59K ﹤0.01% 974
2024
Q2 		$218K Buy
2,917
+8
+0.3% +$585 ﹤0.01% 741
2024
Q1 		$214K Buy
2,909
+1
+0% +$71 ﹤0.01% 718
2023
Q4 		$201K Buy
2,908
+36
+1% +$2.35K ﹤0.01% 715
2023
Q3 		$182K Buy
+2,872
New +$189K ﹤0.01% 678

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

EP Wealth Advisors's AOA Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.8% in Q2 2026, buying an estimated $111K and bringing the position to 31,800 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #486.

EP Wealth Advisors first reported a position in AOA in Q3 2023 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • EP Wealth Advisors held 31,800 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.1M as of Q2 2026.
  • EP Wealth Advisors bought 1,166 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $111K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #486 holding.
  • EP Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 10 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.