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Legacy Wealth Management (Idaho)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-697
Closed -$61.7K – 232
2026
Q1 		$61.7K Buy
697
+23
+3% +$2.1K 0.03% 241
2025
Q4 		$60.4K Sell
674
-3,911
-85% -$348K 0.03% 195
2025
Q3 		$404K Buy
+4,585
New +$390K 0.18% 74

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

Legacy Wealth Management (Idaho)'s AOA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 697 shares — an estimated $61.7K sold.

Legacy Wealth Management (Idaho) first reported a position in AOA in Q3 2025 and held it in 3 quarters. The position peaked at $404K in Q3 2025. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 697 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $61.7K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $404K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.