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Integrity Advisory Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Integrity Advisory Solutions’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 		$451K Buy
+4,616
New +$440K 0.05% 207

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

Integrity Advisory Solutions's AOA Position: Q2 2026 in Review

Integrity Advisory Solutions opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 4,616 shares worth $451K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Integrity Advisory Solutions held 4,616 shares of iShares Core 80/20 Aggressive Allocation ETF worth $451K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Integrity Advisory Solutions position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Integrity Advisory Solutions's portfolio in Q2 2026, its #207 holding.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.