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Integrated Wealth Concepts’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Integrated Wealth Concepts’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 		$1.6M Buy
16,444
+3,453
+27% +$329K 0.01% 950
2026
Q1 		$1.15M Buy
12,991
+8,642
+199% +$787K 0.01% 1031
2025
Q4 		$389K Sell
4,349
-5,721
-57% -$509K ﹤0.01% 1205
2025
Q3 		$888K Buy
10,070
+895
+10% +$76.2K 0.01% 1045
2025
Q2 		$765K Buy
9,175
+92
+1% +$7.19K 0.01% 1055
2025
Q1 		$695K Sell
9,083
-868
-9% -$67.6K 0.01% 996
2024
Q4 		$762K Buy
9,951
+4,567
+85% +$358K 0.01% 941
2024
Q3 		$425K Buy
5,384
+90
+2% +$6.84K 0.01% 1162
2024
Q2 		$396K Buy
5,294
+163
+3% +$11.9K 0.01% 1160
2024
Q1 		$377K Buy
5,131
+130
+3% +$9.17K 0.01% 1189
2023
Q4 		$345K Buy
5,001
+660
+15% +$43K 0.01% 1189
2023
Q3 		$276K Buy
4,341
+271
+7% +$17.8K ﹤0.01% 1270
2023
Q2 		$270K Buy
+4,070
New +$262K ﹤0.01% 1276

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

Integrated Wealth Concepts's AOA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 27% in Q2 2026, buying an estimated $329K and bringing the position to 16,444 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #950.

Integrated Wealth Concepts first reported a position in AOA in Q2 2023 and has held it in 13 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Integrated Wealth Concepts held 16,444 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.6M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,453 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $329K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #950 holding.
  • Integrated Wealth Concepts first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 13 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.