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

Harper 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	$335K	Sell	3,432 -564	-14%	-$53.8K	0.11%	72
2026 Q1	$354K	Sell	3,996 -619	-13%	-$56.4K	0.15%	62
2025 Q4	$413K	Sell	4,615 -653	-12%	-$58.1K	0.18%	52
2025 Q3	$464K	Buy	5,268 +163	+3%	+$13.9K	0.22%	48
2025 Q2	$426K	Buy	5,105 +1,694	+50%	+$132K	0.24%	49
2025 Q1	$261K	Buy	+3,411	New	+$266K	0.17%	47

Other funds holding AOA

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFIM

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LWPC

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

Harper Investing's AOA Position: Q2 2026 in Review

Harper Investing reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 14% in Q2 2026, selling an estimated $53.8K and leaving 3,432 shares worth $335K. The position accounts for 0.11% of the portfolio, ranked #72.

Harper Investing first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $464K in Q3 2025. 175 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Harper Investing held 3,432 shares of iShares Core 80/20 Aggressive Allocation ETF worth $335K as of Q2 2026.
Harper Investing sold 564 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $53.8K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Harper Investing's portfolio in Q2 2026, its #72 holding.
Harper Investing first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
Harper Investing's iShares Core 80/20 Aggressive Allocation ETF position peaked at $464K in Q3 2025.
175 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.