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Kickstand Ventures’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Kickstand Ventures’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 		$855K Sell
8,760
-1,195
-12% -$114K 0.16% 70
2026
Q1 		$881K Buy
9,955
+658
+7% +$59.9K 0.19% 67
2025
Q4 		$833K Hold
9,297
– – 0.18% 62
2025
Q3 		$819K Hold
9,297
– – 0.18% 63
2025
Q2 		$775K Buy
+9,297
New +$727K 0.18% 57

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

Kickstand Ventures's AOA Position: Q2 2026 in Review

Kickstand Ventures reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q2 2026, selling an estimated $114K and leaving 8,760 shares worth $855K. The position accounts for 0.16% of the portfolio, ranked #70.

Kickstand Ventures first reported a position in AOA in Q2 2025 and has held it in 5 quarters since. The position peaked at $881K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Kickstand Ventures held 8,760 shares of iShares Core 80/20 Aggressive Allocation ETF worth $855K as of Q2 2026.
  • Kickstand Ventures sold 1,195 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $114K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.16% of Kickstand Ventures's portfolio in Q2 2026, its #70 holding.
  • Kickstand Ventures first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • Kickstand Ventures's iShares Core 80/20 Aggressive Allocation ETF position peaked at $881K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.