FWG Investments’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
$696K Buy
7,131
+23
+0.3% +$2.19K 0.37% 64
2026
Q1
$629K Buy
7,108
+1,326
+23% +$121K 0.4% 64
2025
Q4
$518K Hold
5,782
– – 0.33% 74
2025
Q3
$510K Buy
+5,782
New +$492K 0.35% 65

Other funds holding AOA

FWG Investments's AOA Position: Q2 2026 in Review

FWG Investments increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.32% in Q2 2026, buying an estimated $2.19K and bringing the position to 7,131 shares worth $696K. The position accounts for 0.37% of the portfolio, ranked #64.

FWG Investments first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • FWG Investments held 7,131 shares of iShares Core 80/20 Aggressive Allocation ETF worth $696K as of Q2 2026.
  • FWG Investments bought 23 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.37% of FWG Investments's portfolio in Q2 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 4 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.