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 Q3	$5.04M	Buy	51,840 +2,108	+4%	+$206K	1.8%	11
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 New York $68.5B AUM 24.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellenbecker Investment Group Waukesha, Wisconsin $955M AUM 10.41% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Hanover Advisors's AOA Position: Q3 2026 in Review

Hanover Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.2% in Q3 2026, buying an estimated $206K and bringing the position to 51,840 shares worth $5.04M. The position accounts for 1.8% of the portfolio, ranked #11.

Hanover Advisors first reported a position in AOA in Q3 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Hanover Advisors held 51,840 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.04M as of Q3 2026.
Hanover Advisors bought 2,108 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $206K.
iShares Core 80/20 Aggressive Allocation ETF made up 1.8% of Hanover Advisors's portfolio in Q3 2026, its #11 holding.
Hanover Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 5 quarters since.
375 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Hanover Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.