Harvest Investment Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Harvest Investment Services’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 Q1	–	Sell	-4,114	Closed	-$368K	–	348
2025 Q4	$368K	Buy	4,114 +22	+0.5%	+$1.96K	0.07%	232
2025 Q3	$361K	Buy	4,092 +31	+0.8%	+$2.64K	0.07%	230
2025 Q2	$339K	Sell	4,061 -17	-0.4%	-$1.33K	0.08%	240
2025 Q1	$312K	Sell	4,078 -9	-0.2%	-$701	0.09%	204
2024 Q4	$313K	Buy	+4,087	New	+$320K	0.08%	210

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EIG

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFIM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harvest Investment Services's AOA Position: Q1 2026 in Review

Harvest Investment Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 4,114 shares — an estimated $368K sold.

Harvest Investment Services first reported a position in AOA in Q4 2024 and held it in 5 quarters. The position peaked at $368K in Q4 2025. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Harvest Investment Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Harvest Investment Services sold 4,114 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $368K.
Harvest Investment Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 5 quarters.
Harvest Investment Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $368K in Q4 2025.
406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.