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 Q3	$807K	Sell	8,294 -412	-5%	-$40.4K	0.14%	93
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%	+$5.56K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Insight Advisors's AOA Position: Q3 2026 in Review

Insight Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.7% in Q3 2026, selling an estimated $40.4K and leaving 8,294 shares worth $807K. The position accounts for 0.14% of the portfolio, ranked #93.

Insight Advisors first reported a position in AOA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q3 2024. 195 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Insight Advisors held 8,294 shares of iShares Core 80/20 Aggressive Allocation ETF worth $807K as of Q3 2026.
Insight Advisors sold 412 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $40.4K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.14% of Insight Advisors's portfolio in Q3 2026, its #93 holding.
Insight Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 24 quarters since.
Insight Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.06M in Q3 2024.
195 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.