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

Integrity Wealth 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 		$1.09M Buy
11,161
+749
+7% +$71.5K 0.4% 56
2026
Q1 		$921K Buy
10,412
+309
+3% +$28.1K 0.36% 57
2025
Q4 		$905K Buy
10,103
+2,596
+35% +$231K 0.36% 56
2025
Q3 		$662K Buy
7,507
+1,123
+18% +$95.6K 0.3% 65
2025
Q2 		$532K Buy
6,384
+660
+12% +$51.6K 0.26% 72
2025
Q1 		$438K Buy
5,724
+274
+5% +$21.3K 0.24% 72
2024
Q4 		$418K Buy
5,450
+206
+4% +$16.1K 0.23% 68
2024
Q3 		$414K Buy
5,244
+433
+9% +$32.9K 0.24% 64
2024
Q2 		$360K Buy
4,811
+651
+16% +$47.6K 0.23% 66
2024
Q1 		$306K Buy
4,160
+29
+0.7% +$2.05K 0.2% 78
2023
Q4 		$285K Buy
+4,131
New +$269K 0.2% 76

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 Wealth Solutions's AOA Position: Q2 2026 in Review

Integrity Wealth Solutions increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.2% in Q2 2026, buying an estimated $71.5K and bringing the position to 11,161 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #56.

Integrity Wealth Solutions first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Integrity Wealth Solutions held 11,161 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.09M as of Q2 2026.
  • Integrity Wealth Solutions bought 749 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $71.5K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.4% of Integrity Wealth Solutions's portfolio in Q2 2026, its #56 holding.
  • Integrity Wealth Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.