Level Four Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,062
Closed -$274K 867
2025
Q4
$274K Buy
+3,062
New +$273K 0.01% 718

Other funds holding AOA

Level Four Advisory Services's AOA Position: Q1 2026 in Review

Level Four Advisory Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 3,062 shares — an estimated $274K sold.

Level Four Advisory Services first reported a position in AOA in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Level Four Advisory Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Level Four Advisory Services sold 3,062 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $274K.
  • Level Four Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Level Four Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $274K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.