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

Insight Wealth Partners’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 		$330K Buy
3,726
+1,081
+41% +$98.5K 0.05% 93
2025
Q4 		$237K Buy
2,645
+255
+11% +$22.7K 0.03% 106
2025
Q3 		$211K Buy
+2,390
New +$204K 0.06% 113

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 $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Insight Wealth Partners's AOA Position: Q1 2026 in Review

Insight Wealth Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 41% in Q1 2026, buying an estimated $98.5K and bringing the position to 3,726 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #93.

Insight Wealth Partners first reported a position in AOA in Q3 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Insight Wealth Partners held 3,726 shares of iShares Core 80/20 Aggressive Allocation ETF worth $330K as of Q1 2026.
  • Insight Wealth Partners bought 1,081 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $98.5K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Insight Wealth Partners's portfolio in Q1 2026, its #93 holding.
  • Insight Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.