GAMMA Investing’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

GAMMA Investing’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 Q3	$48.1K	Hold	495	–	–	﹤0.01%	2387
2026 Q2	$48.3K	Hold	495	–	–	﹤0.01%	2316
2026 Q1	$43.8K	Hold	495	–	–	﹤0.01%	2266
2025 Q4	$44.3K	Hold	495	–	–	﹤0.01%	2145
2025 Q3	$43.6K	Hold	495	–	–	﹤0.01%	2089
2025 Q2	$41.3K	Hold	495	–	–	﹤0.01%	2046
2025 Q1	$37.9K	Hold	495	–	–	﹤0.01%	1992
2024 Q4	$37.9K	Hold	495	–	–	﹤0.01%	1872
2024 Q3	$39.1K	Hold	495	–	–	﹤0.01%	1674
2024 Q2	$37K	Hold	495	–	–	0.01%	1404
2024 Q1	$36.4K	Hold	495	–	–	0.01%	1240
2023 Q4	$34.2K	Buy	+495	New	+$32.3K	0.01%	1143

Other funds holding AOA

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's AOA Position: Q3 2026 in Review

GAMMA Investing held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2026 at 495 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

GAMMA Investing first reported a position in AOA in Q4 2023 and has held it in 12 quarters since. The position peaked at $48.3K in Q2 2026. 19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

GAMMA Investing held 495 shares of iShares Core 80/20 Aggressive Allocation ETF worth $48.1K as of Q3 2026.
GAMMA Investing left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2387 holding.
GAMMA Investing first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's iShares Core 80/20 Aggressive Allocation ETF position peaked at $48.3K in Q2 2026.
19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.