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HB Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

HB Wealth Management’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 		$552K Sell
5,653
-131
-2% -$12.5K ﹤0.01% 1049
2026
Q1 		$512K Sell
5,784
-691
-11% -$62.9K ﹤0.01% 968
2025
Q4 		$580K Buy
6,475
+182
+3% +$16.2K ﹤0.01% 844
2025
Q3 		$555K Buy
6,293
+2,385
+61% +$203K ﹤0.01% 819
2025
Q2 		$326K Buy
3,908
+37
+1% +$2.89K ﹤0.01% 907
2025
Q1 		$296K Buy
3,871
+195
+5% +$15.2K ﹤0.01% 977
2024
Q4 		$282K Sell
3,676
-390
-10% -$30.5K ﹤0.01% 838
2024
Q3 		$321K Buy
4,066
+760
+23% +$57.7K ﹤0.01% 736
2024
Q2 		$247K Buy
3,306
+261
+9% +$19.1K ﹤0.01% 776
2024
Q1 		$224K Buy
3,045
+129
+4% +$9.1K ﹤0.01% 764
2023
Q4 		$201K Buy
+2,916
New +$190K ﹤0.01% 744

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

HB Wealth Management's AOA Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.3% in Q2 2026, selling an estimated $12.5K and leaving 5,653 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

HB Wealth Management first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $580K in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • HB Wealth Management held 5,653 shares of iShares Core 80/20 Aggressive Allocation ETF worth $552K as of Q2 2026.
  • HB Wealth Management sold 131 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1049 holding.
  • HB Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $580K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.