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Hanover Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Hanover 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 		$4.85M Buy
49,732
+21,073
+74% +$2.01M 1.75% 12
2026
Q1 		$2.54M Sell
28,659
-7,522
-21% -$685K 1.03% 13
2025
Q4 		$3.24M Buy
36,181
+33,025
+1,046% +$2.94M 1.26% 14
2025
Q3 		$278K Buy
+3,156
New +$269K 0.11% 88

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

Hanover Advisors's AOA Position: Q2 2026 in Review

Hanover Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 74% in Q2 2026, buying an estimated $2.01M and bringing the position to 49,732 shares worth $4.85M. The position accounts for 1.75% of the portfolio, ranked #12.

Hanover Advisors first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Hanover Advisors held 49,732 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.85M as of Q2 2026.
  • Hanover Advisors bought 21,073 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.01M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 1.75% of Hanover Advisors's portfolio in Q2 2026, its #12 holding.
  • Hanover Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Hanover Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.