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 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

GAMMA Investing's AOA Position: Q2 2026 in Review

GAMMA Investing held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 495 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

GAMMA Investing first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

GAMMA Investing held 495 shares of iShares Core 80/20 Aggressive Allocation ETF worth $48.3K as of Q2 2026.
GAMMA Investing 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 GAMMA Investing's portfolio in Q2 2026, its #2316 holding.
GAMMA Investing first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
130 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.