Magnolia Capital Advisors’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
Q2
$960K Buy
9,833
+1,627
+20% +$155K 0.16% 148
2026
Q1
$726K Buy
8,206
+2,437
+42% +$222K 0.14% 171
2025
Q4
$517K Buy
5,769
+3,191
+124% +$284K 0.11% 174
2025
Q3
$227K Buy
+2,578
New +$220K 0.06% 213

Other funds holding AOA

Magnolia Capital Advisors's AOA Position: Q2 2026 in Review

Magnolia Capital Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 20% in Q2 2026, buying an estimated $155K and bringing the position to 9,833 shares worth $960K. The position accounts for 0.16% of the portfolio, ranked #148.

Magnolia Capital Advisors first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Magnolia Capital Advisors held 9,833 shares of iShares Core 80/20 Aggressive Allocation ETF worth $960K as of Q2 2026.
  • Magnolia Capital Advisors bought 1,627 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $155K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.16% of Magnolia Capital Advisors's portfolio in Q2 2026, its #148 holding.
  • Magnolia Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.