Lido Advisors
AOA icon

Lido Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Lido Advisors’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 		$973K Sell
9,971
-262
-3% -$25K ﹤0.01% 1102
2026
Q1 		$906K Buy
10,233
+298
+3% +$27.1K ﹤0.01% 1008
2025
Q4 		$876K Buy
9,935
+161
+2% +$14.3K ﹤0.01% 1061
2025
Q3 		$861K Buy
9,774
+442
+5% +$37.6K ﹤0.01% 1013
2025
Q2 		$778K Buy
9,332
+894
+11% +$69.9K ﹤0.01% 943
2025
Q1 		$646K Buy
8,438
+97
+1% +$7.56K ﹤0.01% 933
2024
Q4 		$639K Sell
8,341
-1,778
-18% -$139K ﹤0.01% 927
2024
Q3 		$798K Hold
10,119
– – ﹤0.01% 802
2024
Q2 		$757K Sell
10,119
-409
-4% -$29.9K ﹤0.01% 780
2024
Q1 		$773K Sell
10,528
-637
-6% -$45K ﹤0.01% 752
2023
Q4 		$771K Buy
11,165
+226
+2% +$14.7K 0.01% 710
2023
Q3 		$695K Buy
10,939
+63
+0.6% +$4.14K 0.01% 649
2023
Q2 		$722K Buy
10,876
+224
+2% +$14.4K 0.01% 621
2023
Q1 		$677K Buy
10,652
+7,300
+218% +$456K 0.01% 578
2022
Q4 		$200K Buy
+3,352
New +$198K ﹤0.01% 900
2022
Q2 		– Sell
-3,515
Closed -$242K – 932
2022
Q1 		$242K Sell
3,515
-348
-9% -$24.1K ﹤0.01% 889
2021
Q4 		$281K Sell
3,863
-624
-14% -$45K ﹤0.01% 829
2021
Q3 		$313K Buy
4,487
+183
+4% +$13K ﹤0.01% 740
2021
Q2 		$304K Buy
4,304
+288
+7% +$20K ﹤0.01% 713
2021
Q1 		$269K Buy
4,016
+807
+25% +$53.3K ﹤0.01% 699
2020
Q4 		$205K Buy
+3,209
New +$196K ﹤0.01% 763
2020
Q2 		– Sell
-4,472
Closed -$212K – 603
2020
Q1 		$212K Sell
4,472
-323
-7% -$17.7K 0.01% 504
2019
Q4 		$278K Buy
4,795
+536
+13% +$30.2K 0.01% 528
2019
Q3 		$234K Buy
4,259
+441
+12% +$24K 0.01% 505
2019
Q2 		$210K Sell
3,818
-1,332
-26% -$72K 0.01% 502
2019
Q1 		$275K Buy
+5,150
New +$267K 0.02% 411

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

Lido Advisors's AOA Position: Q2 2026 in Review

Lido Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.6% in Q2 2026, selling an estimated $25K and leaving 9,971 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Lido Advisors first reported a position in AOA in Q1 2019 and has held it in 26 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Lido Advisors held 9,971 shares of iShares Core 80/20 Aggressive Allocation ETF worth $973K as of Q2 2026.
  • Lido Advisors sold 262 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $25K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1102 holding.
  • Lido Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and has held it in 26 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.