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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
Q2 		$850K Sell
8,706
-883
-9% -$84.2K 0.15% 91
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 $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

Insight Advisors's AOA Position: Q2 2026 in Review

Insight Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9.2% in Q2 2026, selling an estimated $84.2K and leaving 8,706 shares worth $850K. The position accounts for 0.15% of the portfolio, ranked #91.

Insight Advisors first reported a position in AOA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Insight Advisors held 8,706 shares of iShares Core 80/20 Aggressive Allocation ETF worth $850K as of Q2 2026.
  • Insight Advisors sold 883 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $84.2K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.15% of Insight Advisors's portfolio in Q2 2026, its #91 holding.
  • Insight Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.06M in Q3 2024.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.