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International Assets Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

International Assets Investment Management’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 		$28.8K Hold
296
– – ﹤0.01% 1495
2026
Q1 		$26.4K Sell
296
-191
-39% -$17.4K ﹤0.01% 1413
2025
Q4 		$43.6K Buy
+487
New +$43.4K ﹤0.01% 1250
2024
Q4 		– Sell
-18,334
Closed -$232 – 879
2024
Q3 		$232 Buy
18,334
+18,103
+7,837% +$1.38M ﹤0.01% 1513
2024
Q2 		$17.3K Buy
+231
New +$16.9K ﹤0.01% 1513

Other funds holding AOA

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

International Assets Investment Management's AOA Position: Q2 2026 in Review

International Assets Investment Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 296 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

International Assets Investment Management first reported a position in AOA in Q2 2024 and has held it in 5 quarters since. The position peaked at $43.6K in Q4 2025. 343 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • International Assets Investment Management held 296 shares of iShares Core 80/20 Aggressive Allocation ETF worth $28.8K as of Q2 2026.
  • International Assets Investment Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1495 holding.
  • International Assets Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 5 quarters since.
  • International Assets Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $43.6K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.