Fidelity Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Fidelity Investments’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	$880K	Buy	9,946 +884	+10%	+$80.5K	﹤0.01%	2919
2025 Q4	$812K	Buy	9,062 +1,762	+24%	+$157K	﹤0.01%	2932
2025 Q3	$643K	Buy	7,300 +2,212	+43%	+$188K	﹤0.01%	2947
2025 Q2	$424K	Buy	5,088 +1,492	+41%	+$117K	﹤0.01%	3019
2025 Q1	$275K	Buy	3,596 +1,818	+102%	+$142K	﹤0.01%	3130
2024 Q4	$136K	Sell	1,778 -235	-12%	-$18.4K	﹤0.01%	3413
2024 Q3	$159K	Buy	2,013 +1	+0%	+$76	﹤0.01%	3282
2024 Q2	$150K	Hold	2,012	–	–	﹤0.01%	3144
2024 Q1	$148K	Hold	2,012	–	–	﹤0.01%	3138
2023 Q4	$139K	Sell	2,012 -2	-0.1%	-$130	﹤0.01%	3085
2023 Q3	$128K	Buy	2,014 +4	+0.2%	+$263	﹤0.01%	3021
2023 Q2	$133K	Sell	2,010 -1	-0%	-$64	﹤0.01%	3067
2023 Q1	$128K	Buy	2,011 +1	+0%	+$62	﹤0.01%	3119
2022 Q4	$120K	Sell	2,010 -143	-7%	-$8.46K	﹤0.01%	3145
2022 Q3	$119K	Sell	2,153 -174	-7%	-$10.6K	﹤0.01%	3208
2022 Q2	$139K	Sell	2,327 -34	-1%	-$2.16K	﹤0.01%	3225
2022 Q1	$163K	Sell	2,361 -13	-0.5%	-$899	﹤0.01%	3302
2021 Q4	$173K	Sell	2,374 -387	-14%	-$27.9K	﹤0.01%	2984
2021 Q3	$193K	Buy	2,761 +580	+27%	+$41.3K	﹤0.01%	2954
2021 Q2	$154K	Buy	2,181 +1	+0%	+$70	﹤0.01%	2967
2021 Q1	$146K	Buy	2,180 +159	+8%	+$10.5K	﹤0.01%	2870
2020 Q4	$130K	Buy	2,021 +11	+0.5%	+$672	﹤0.01%	2853
2020 Q3	$117K	Hold	2,010	–	–	﹤0.01%	2770
2020 Q2	$110K	Sell	2,010 -1,424	-41%	-$74.1K	﹤0.01%	2709
2020 Q1	$163K	Sell	3,434 -4,423	-56%	-$242K	﹤0.01%	2597
2019 Q4	$456K	Buy	7,857 +1,791	+30%	+$101K	﹤0.01%	2509
2019 Q3	$333K	Hold	6,066	–	–	﹤0.01%	2581
2019 Q2	$335K	Sell	6,066 -407	-6%	-$22K	﹤0.01%	2581
2019 Q1	$346K	Buy	6,473 +461	+8%	+$23.9K	﹤0.01%	2531
2018 Q4	$292K	Sell	6,012 -501	-8%	-$25.6K	﹤0.01%	2517
2018 Q3	$357K	Buy	6,513 +1,143	+21%	+$61.9K	﹤0.01%	2590
2018 Q2	$287K	Buy	+5,370	New	+$289K	﹤0.01%	2550

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 $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 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 $38.8B AUM 21.88% 1-Year Est. Return

Fidelity Investments's AOA Position: Q1 2026 in Review

Fidelity Investments increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9.8% in Q1 2026, buying an estimated $80.5K and bringing the position to 9,946 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Fidelity Investments first reported a position in AOA in Q2 2018 and has held it in 32 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Fidelity Investments held 9,946 shares of iShares Core 80/20 Aggressive Allocation ETF worth $880K as of Q1 2026.
Fidelity Investments bought 884 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $80.5K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2919 holding.
Fidelity Investments first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 32 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.