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Lazari Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Lazari Capital 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 		$225K Buy
2,300
+1
+0% +$95 0.07% 161
2026
Q1 		$203K Hold
2,299
– – 0.07% 160
2025
Q4 		$206K Sell
2,299
-119
-5% -$10.6K 0.07% 149
2025
Q3 		$213K Buy
+2,418
New +$206K 0.07% 141
2025
Q2 		– Sell
-2,846
Closed -$218K – 156
2025
Q1 		$218K Hold
2,846
– – 0.09% 133
2024
Q4 		$218K Sell
2,846
-210
-7% -$16.4K 0.09% 131
2024
Q3 		$241K Buy
+3,056
New +$232K 0.1% 129

Other funds holding AOA

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Lazari Capital Management's AOA Position: Q2 2026 in Review

Lazari Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.04% in Q2 2026, buying an estimated $95 and bringing the position to 2,300 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #161.

Lazari Capital Management first reported a position in AOA in Q3 2024 and has held it in 7 quarters since. The position peaked at $241K in Q3 2024. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Lazari Capital Management held 2,300 shares of iShares Core 80/20 Aggressive Allocation ETF worth $225K as of Q2 2026.
  • Lazari Capital Management bought 1 iShares Core 80/20 Aggressive Allocation ETF share in Q2 2026, an estimated $95.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Lazari Capital Management's portfolio in Q2 2026, its #161 holding.
  • Lazari Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 7 quarters since.
  • Lazari Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $241K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.