Regatta Research & Money Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Regatta Research & Money 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	$113K	Buy	+1,158	New	+$110K	0.11%	168

Other funds holding AOA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return

Regatta Research & Money Management's AOA Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 1,158 shares worth $113K. The stake represents 0.11% of the portfolio and ranks #168 among its holdings.

348 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Regatta Research & Money Management held 1,158 shares of iShares Core 80/20 Aggressive Allocation ETF worth $113K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Regatta Research & Money Management's portfolio in Q2 2026, its #168 holding.
348 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.