Kestra Private Wealth Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Kestra Private Wealth Services's AOA Position: Q2 2026 in Review
Kestra Private Wealth Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 13% in Q2 2026, buying an estimated $1.19M and bringing the position to 108,771 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #189.
Kestra Private Wealth Services first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Kestra Private Wealth Services held 108,771 shares of iShares Core 80/20 Aggressive Allocation ETF worth $10.6M as of Q2 2026.
- Kestra Private Wealth Services bought 12,465 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.19M.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Kestra Private Wealth Services's portfolio in Q2 2026, its #189 holding.
- Kestra Private Wealth Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
- 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.