High Net Worth Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

High Net Worth Advisory Group’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	$956K	Buy	10,800 +5,600	+108%	+$510K	0.22%	102
2025 Q4	$466K	Buy	+5,200	New	+$463K	0.11%	147
2023 Q1	–	Sell	-913	Closed	-$54.6K	–	213
2022 Q4	$54.6K	Buy	913 +8	+0.9%	+$474	0.02%	314
2022 Q3	$50K	Buy	905 +8	+0.9%	+$486	0.02%	323
2022 Q2	$54K	Sell	897 -66	-7%	-$4.2K	0.02%	307
2022 Q1	$66K	Hold	963	–	–	0.02%	304
2021 Q4	$70K	Buy	+963	New	+$69.4K	0.02%	304

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

High Net Worth Advisory Group's AOA Position: Q1 2026 in Review

High Net Worth Advisory Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 108% in Q1 2026, buying an estimated $510K and bringing the position to 10,800 shares worth $956K. The position accounts for 0.22% of the portfolio, ranked #102.

High Net Worth Advisory Group first reported a position in AOA in Q4 2021 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

High Net Worth Advisory Group held 10,800 shares of iShares Core 80/20 Aggressive Allocation ETF worth $956K as of Q1 2026.
High Net Worth Advisory Group bought 5,600 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $510K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.22% of High Net Worth Advisory Group's portfolio in Q1 2026, its #102 holding.
High Net Worth Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.