IMA Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
IMA Advisory Services's AOA Position: Q2 2026 in Review
IMA Advisory Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 56% in Q2 2026, buying an estimated $252K and bringing the position to 7,356 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #203.
IMA Advisory Services first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $887K in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- IMA Advisory Services held 7,356 shares of iShares Core 80/20 Aggressive Allocation ETF worth $718K as of Q2 2026.
- IMA Advisory Services bought 2,643 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $252K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #203 holding.
- IMA Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
- IMA Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $887K in Q2 2025.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.