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 Q3	$812K	Buy	8,353 +22	+0.3%	+$2.16K	0.44%	12
2026 Q2	$813K	Buy	8,331 +510	+7%	+$48.7K	0.48%	7
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%	+$23.8K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

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

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

Fort Henry Capital Wheeling, West Virginia $179M AUM 7.5% 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

Fidato Wealth's AOA Position: Q3 2026 in Review

Fidato Wealth increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.26% in Q3 2026, buying an estimated $2.16K and bringing the position to 8,353 shares worth $812K. The position accounts for 0.44% of the portfolio, ranked #12.

Fidato Wealth first reported a position in AOA in Q4 2023 and has held it in 12 quarters since. The position peaked at $813K in Q2 2026. 175 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Fidato Wealth held 8,353 shares of iShares Core 80/20 Aggressive Allocation ETF worth $812K as of Q3 2026.
Fidato Wealth bought 22 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $2.16K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.44% of Fidato Wealth's portfolio in Q3 2026, its #12 holding.
Fidato Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 12 quarters since.
Fidato Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $813K in Q2 2026.
175 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.