Lodestar Private Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Lodestar Private Asset Management's AOA Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7% in Q2 2026, selling an estimated $159K and leaving 22,031 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #76.

Lodestar Private Asset Management first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

• Lodestar Private Asset Management held 22,031 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.15M as of Q2 2026.
• Lodestar Private Asset Management sold 1,667 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $159K.
• iShares Core 80/20 Aggressive Allocation ETF made up 0.19% of Lodestar Private Asset Management's portfolio in Q2 2026, its #76 holding.
• Lodestar Private Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
• 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.