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Great Point Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Great Point Wealth Advisors’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 		$502K Hold
5,148
– – 0.08% 47
2026
Q1 		$456K Sell
5,148
-2
-0% -$182 0.08% 46
2025
Q4 		$461K Sell
5,150
-367
-7% -$32.7K 0.08% 48
2025
Q3 		$486K Buy
+5,517
New +$470K 0.09% 47
2025
Q1 		$528K Sell
6,897
-7
-0.1% -$545 0.11% 45
2024
Q4 		$529K Sell
6,904
-34
-0.5% -$2.66K 0.12% 44
2024
Q3 		$547K Hold
6,938
– – 0.12% 45
2024
Q2 		$519K Sell
6,938
-2
-0% -$146 0.12% 44
2024
Q1 		$510K Sell
6,940
-1,276
-16% -$90K 0.12% 44
2023
Q4 		$567K Buy
8,216
+20
+0.2% +$1.3K 0.15% 49
2023
Q3 		$520K Sell
8,196
-167
-2% -$11K 0.16% 47
2023
Q2 		$555K Hold
8,363
– – 0.17% 45
2023
Q1 		$532K Sell
8,363
-1,149
-12% -$71.8K 0.17% 45
2022
Q4 		$568K Buy
9,512
+515
+6% +$30.5K 0.19% 45
2022
Q3 		$499K Hold
8,997
– – 0.19% 46
2022
Q2 		$539K Buy
8,997
+185
+2% +$11.8K 0.19% 43
2022
Q1 		$607K Buy
8,812
+49
+0.6% +$3.39K 0.19% 35
2021
Q4 		$638K Buy
8,763
+84
+1% +$6.05K 0.2% 31
2021
Q3 		$606K Buy
8,679
+363
+4% +$25.9K 0.21% 33
2021
Q2 		$588K Buy
8,316
+212
+3% +$14.7K 0.21% 34
2021
Q1 		$542K Buy
8,104
+4,211
+108% +$278K 0.21% 33
2020
Q4 		$249K Sell
3,893
-366
-9% -$22.4K 0.11% 42
2020
Q3 		$233K Hold
4,259
– – 0.12% 44
2020
Q2 		$233K Buy
+4,259
New +$222K 0.12% 44
2020
Q1 		– Sell
-3,725
Closed -$216K – 44
2019
Q4 		$216K Buy
+3,725
New +$210K 0.13% 42

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Great Point Wealth Advisors's AOA Position: Q2 2026 in Review

Great Point Wealth Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 5,148 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #47.

Great Point Wealth Advisors first reported a position in AOA in Q4 2019 and has held it in 25 quarters since. The position peaked at $638K in Q4 2021. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Great Point Wealth Advisors held 5,148 shares of iShares Core 80/20 Aggressive Allocation ETF worth $502K as of Q2 2026.
  • Great Point Wealth Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of Great Point Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Great Point Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 25 quarters since.
  • Great Point Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $638K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.