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Kingsview Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Kingsview Wealth 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 		$678K Sell
6,945
-583
-8% -$55.6K 0.01% 869
2026
Q1 		$666K Buy
7,528
+129
+2% +$11.8K 0.01% 804
2025
Q4 		$663K Buy
7,399
+76
+1% +$6.77K 0.01% 757
2025
Q3 		$645K Buy
7,323
+412
+6% +$35.1K 0.01% 726
2025
Q2 		$576K Buy
6,911
+288
+4% +$22.5K 0.01% 724
2025
Q1 		$507K Buy
6,623
+177
+3% +$13.8K 0.01% 721
2024
Q4 		$494K Sell
6,446
-60
-0.9% -$4.7K 0.01% 743
2024
Q3 		$513K Buy
6,506
+297
+5% +$22.6K 0.01% 712
2024
Q2 		$464K Buy
6,209
+464
+8% +$33.9K 0.01% 703
2024
Q1 		$422K Buy
5,745
+83
+1% +$5.86K 0.01% 713
2023
Q4 		$391K Sell
5,662
-1,784
-24% -$116K 0.01% 693
2023
Q3 		$473K Buy
7,446
+397
+6% +$26.1K 0.02% 626
2023
Q2 		$468K Buy
7,049
+2,591
+58% +$167K 0.02% 611
2023
Q1 		$283K Buy
4,458
+346
+8% +$21.6K 0.01% 726
2022
Q4 		$246K Buy
4,112
+360
+10% +$21.3K 0.01% 733
2022
Q3 		$208K Sell
3,752
-71
-2% -$4.32K 0.01% 751
2022
Q2 		$229K Buy
3,823
+444
+13% +$28.3K 0.01% 732
2022
Q1 		$233K Buy
3,379
+92
+3% +$6.36K 0.01% 776
2021
Q4 		$239K Buy
+3,287
New +$237K 0.01% 812

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

Kingsview Wealth Management's AOA Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.7% in Q2 2026, selling an estimated $55.6K and leaving 6,945 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #869.

Kingsview Wealth Management first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Kingsview Wealth Management held 6,945 shares of iShares Core 80/20 Aggressive Allocation ETF worth $678K as of Q2 2026.
  • Kingsview Wealth Management sold 583 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $55.6K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #869 holding.
  • Kingsview Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.