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 Q2	$1.18M	Buy	12,050 +1,250	+12%	+$119K	0.25%	92
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 $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

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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

High Net Worth Advisory Group's AOA Position: Q2 2026 in Review

High Net Worth Advisory Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q2 2026, buying an estimated $119K and bringing the position to 12,050 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #92.

High Net Worth Advisory Group first reported a position in AOA in Q4 2021 and has held it in 8 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

High Net Worth Advisory Group held 12,050 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.18M as of Q2 2026.
High Net Worth Advisory Group bought 1,250 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $119K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.25% of High Net Worth Advisory Group's portfolio in Q2 2026, its #92 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 8 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.