FWG Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
EIG
JSA
FIA
MFIM
FWG Investments's AOA Position: Q1 2026 in Review
FWG Investments increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 23% in Q1 2026, buying an estimated $121K and bringing the position to 7,108 shares worth $629K. The position accounts for 0.4% of the portfolio, ranked #64.
FWG Investments first reported a position in AOA in Q3 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.
- FWG Investments held 7,108 shares of iShares Core 80/20 Aggressive Allocation ETF worth $629K as of Q1 2026.
- FWG Investments bought 1,326 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $121K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.4% of FWG Investments's portfolio in Q1 2026, its #64 holding.
- FWG Investments first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 3 quarters since.
- 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.
Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.