Fortitude Family Office’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6K Hold
119
﹤0.01% 717
2026
Q1
$10.5K Hold
119
﹤0.01% 638
2025
Q4
$10.7K Hold
119
﹤0.01% 557
2025
Q3
$10.5K Buy
119
+8
+7% +$681 ﹤0.01% 555
2025
Q2
$9.26K Buy
111
+1
+0.9% +$78 ﹤0.01% 583
2025
Q1
$8.41K Hold
110
﹤0.01% 586
2024
Q4
$8.43K Hold
110
﹤0.01% 684
2024
Q3
$8.68K Buy
+110
New +$8.36K ﹤0.01% 607
2024
Q2
Sell
-92
Closed -$6.76K 968
2024
Q1
$6.76K Sell
92
-102
-53% -$7.2K ﹤0.01% 491
2023
Q4
$13.4K Buy
+194
New +$12.6K 0.01% 364

Other funds holding AOA

Fortitude Family Office's AOA Position: Q2 2026 in Review

Fortitude Family Office held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 119 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Fortitude Family Office first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4K in Q4 2023. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Fortitude Family Office held 119 shares of iShares Core 80/20 Aggressive Allocation ETF worth $11.6K as of Q2 2026.
  • Fortitude Family Office left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #717 holding.
  • Fortitude Family Office first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • Fortitude Family Office's iShares Core 80/20 Aggressive Allocation ETF position peaked at $13.4K in Q4 2023.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.