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

EverSource 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	$967K	Buy	9,913 +30	+0.3%	+$2.86K	0.03%	364
2026 Q1	$875K	Hold	9,883	–	–	0.03%	424
2025 Q4	$885K	Buy	9,883 +121	+1%	+$10.8K	0.03%	374
2025 Q3	$860K	Buy	9,762 +73	+0.8%	+$6.22K	0.03%	346
2025 Q2	$808K	Buy	9,689 +30	+0.3%	+$2.35K	0.04%	329
2025 Q1	$739K	Buy	+9,659	New	+$753K	0.04%	305

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

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

EverSource Wealth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.3% in Q2 2026, buying an estimated $2.86K and bringing the position to 9,913 shares worth $967K. The position accounts for 0.03% of the portfolio, ranked #364.

EverSource Wealth Advisors 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.

EverSource Wealth Advisors held 9,913 shares of iShares Core 80/20 Aggressive Allocation ETF worth $967K as of Q2 2026.
EverSource Wealth Advisors bought 30 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.86K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #364 holding.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.