Flagship Harbor Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-2,253	Closed	-$202K	–	798
2025 Q4	$202K	Buy	+2,253	New	+$201K	0.01%	661
2020 Q4	–	Sell	-629	Closed	-$36K	–	618
2020 Q3	$36K	Sell	629 -1,868	-75%	-$108K	﹤0.01%	950
2020 Q2	$137K	Sell	2,497 -99	-4%	-$5.15K	0.02%	557
2020 Q1	$123K	Hold	2,596	–	–	0.02%	498
2019 Q4	$151K	Sell	2,596 -138	-5%	-$7.78K	0.03%	502
2019 Q3	$150K	Buy	2,734 +36	+1%	+$1.96K	0.03%	484
2019 Q2	$148K	Sell	2,698 -3	-0.1%	-$162	0.03%	469
2019 Q1	$144K	Hold	2,701	–	–	0.03%	485
2018 Q4	$131K	Sell	2,701 -145	-5%	-$7.41K	0.03%	461
2018 Q3	$156K	Buy	2,846 +290	+11%	+$15.7K	0.03%	480
2018 Q2	$136K	Buy	+2,556	New	+$138K	0.03%	488

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

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 $617B AUM 30.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Flagship Harbor Advisors's AOA Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 2,253 shares — an estimated $202K sold.

Flagship Harbor Advisors first reported a position in AOA in Q2 2018 and held it in 11 quarters. The position peaked at $202K in Q4 2025. 408 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 2,253 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $202K.
Flagship Harbor Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $202K in Q4 2025.
408 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.