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

Fidato Wealth’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 Q1	$692K	Sell	7,821 -304	-4%	-$27.7K	0.45%	9
2025 Q4	$728K	Buy	8,125 +663	+9%	+$59K	0.46%	8
2025 Q3	$658K	Sell	7,462 -967	-11%	-$82.3K	0.43%	9
2025 Q2	$703K	Buy	8,429 +305	+4%	+$23.9K	0.5%	9
2025 Q1	$621K	Buy	8,124 +239	+3%	+$18.6K	0.48%	11
2024 Q4	$604K	Buy	7,885 +179	+2%	+$14K	0.45%	11
2024 Q3	$608K	Buy	7,706 +267	+4%	+$20.3K	0.49%	9
2024 Q2	$556K	Buy	7,439 +214	+3%	+$15.6K	0.49%	9
2024 Q1	$531K	Sell	7,225 -70	-1%	-$4.94K	0.48%	9
2023 Q4	$504K	Buy	+7,295	New	+$475K	0.48%	9

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EIG

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

JSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Fidato Wealth's AOA Position: Q1 2026 in Review

Fidato Wealth reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.7% in Q1 2026, selling an estimated $27.7K and leaving 7,821 shares worth $692K. The position accounts for 0.45% of the portfolio, ranked #9.

Fidato Wealth first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. The position peaked at $728K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Fidato Wealth held 7,821 shares of iShares Core 80/20 Aggressive Allocation ETF worth $692K as of Q1 2026.
Fidato Wealth sold 304 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $27.7K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.45% of Fidato Wealth's portfolio in Q1 2026, its #9 holding.
Fidato Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
Fidato Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $728K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Fidato Wealth's 13F filing for Q1 2026, filed 7 May 2026.