HAG
AOA icon

HighPoint Advisor Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

HighPoint Advisor 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 		$822K Sell
8,419
-538
-6% -$51.3K 0.03% 359
2026
Q1 		$793K Sell
8,957
-269
-3% -$24.5K 0.03% 336
2025
Q4 		$826K Buy
+9,226
New +$821K 0.02% 518

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

HighPoint Advisor Group's AOA Position: Q2 2026 in Review

HighPoint Advisor Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6% in Q2 2026, selling an estimated $51.3K and leaving 8,419 shares worth $822K. The position accounts for 0.03% of the portfolio, ranked #359.

HighPoint Advisor Group first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $826K in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • HighPoint Advisor Group held 8,419 shares of iShares Core 80/20 Aggressive Allocation ETF worth $822K as of Q2 2026.
  • HighPoint Advisor Group sold 538 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $51.3K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #359 holding.
  • HighPoint Advisor Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $826K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.