IMA Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
EIG
JSA
FIA
MFIM
IMA Advisory Services's AOA Position: Q1 2026 in Review
IMA Advisory Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.28% in Q1 2026, buying an estimated $1.18K and bringing the position to 4,713 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #153.
IMA Advisory Services first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $887K in Q2 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.
- IMA Advisory Services held 4,713 shares of iShares Core 80/20 Aggressive Allocation ETF worth $417K as of Q1 2026.
- IMA Advisory Services bought 13 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $1.18K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of IMA Advisory Services's portfolio in Q1 2026, its #153 holding.
- IMA Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
- IMA Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $887K in Q2 2025.
- 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.