Insight Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Insight Wealth Partners's AOA Position: Q2 2026 in Review
Insight Wealth Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 16% in Q2 2026, buying an estimated $56.7K and bringing the position to 4,320 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #90.
Insight Wealth Partners first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Insight Wealth Partners held 4,320 shares of iShares Core 80/20 Aggressive Allocation ETF worth $422K as of Q2 2026.
- Insight Wealth Partners bought 594 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $56.7K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Insight Wealth Partners's portfolio in Q2 2026, its #90 holding.
- Insight Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.