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Insight Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Insight Advisors’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 		$849K Buy
9,589
+5
+0.1% +$455 0.16% 87
2025
Q4 		$858K Sell
9,584
-229
-2% -$20.4K 0.13% 105
2025
Q3 		$865K Sell
9,813
-187
-2% -$15.9K 0.13% 105
2025
Q2 		$834K Sell
10,000
-490
-5% -$38.3K 0.13% 103
2025
Q1 		$802K Sell
10,490
-2,741
-21% -$214K 0.14% 100
2024
Q4 		$1.01M Sell
13,231
-220
-2% -$17.2K 0.17% 88
2024
Q3 		$1.06M Buy
13,451
+110
+0.8% +$8.36K 0.18% 89
2024
Q2 		$998K Buy
13,341
+76
+0.6% +$5.55K 0.18% 89
2024
Q1 		$974K Buy
13,265
+1,023
+8% +$72.2K 0.19% 92
2023
Q4 		$845K Buy
12,242
+102
+0.8% +$6.65K 0.18% 93
2023
Q3 		$771K Sell
12,140
-307
-2% -$20.2K 0.18% 99
2023
Q2 		$826K Buy
12,447
+99
+0.8% +$6.37K 0.18% 93
2023
Q1 		$785K Buy
12,348
+184
+2% +$11.5K 0.18% 90
2022
Q4 		$728K Sell
12,164
-570
-4% -$33.7K 0.25% 100
2022
Q3 		$706K Buy
12,734
+1,172
+10% +$71.2K 0.28% 100
2022
Q2 		$730K Sell
11,562
-260
-2% -$16.5K 0.25% 105
2022
Q1 		$815K Buy
11,822
+1,027
+10% +$71K 0.24% 115
2021
Q4 		$786K Buy
10,795
+219
+2% +$15.8K 0.23% 105
2021
Q3 		$775K Buy
10,576
+1,763
+20% +$126K 0.23% 114
2021
Q2 		$626K Buy
8,813
+2,690
+44% +$187K 0.2% 135
2021
Q1 		$423K Buy
6,123
+23
+0.4% +$1.52K 0.13% 199
2020
Q4 		$391K Buy
+6,100
New +$373K 0.15% 174

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Insight Advisors's AOA Position: Q1 2026 in Review

Insight Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.05% in Q1 2026, buying an estimated $455 and bringing the position to 9,589 shares worth $849K. The position accounts for 0.16% of the portfolio, ranked #87.

Insight Advisors first reported a position in AOA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.06M in Q3 2024. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Insight Advisors held 9,589 shares of iShares Core 80/20 Aggressive Allocation ETF worth $849K as of Q1 2026.
  • Insight Advisors bought 5 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $455.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.16% of Insight Advisors's portfolio in Q1 2026, its #87 holding.
  • Insight Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.06M in Q3 2024.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.