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MAI Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

MAI Capital 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 		– Sell
-1,587
Closed -$140K – 2222
2026
Q1 		$140K Buy
1,587
+69
+5% +$6.29K ﹤0.01% 1657
2025
Q4 		$136K Buy
1,518
+529
+53% +$47.1K ﹤0.01% 1483
2025
Q3 		$87.2K Buy
989
+136
+16% +$11.6K ﹤0.01% 1641
2025
Q2 		$71.1K Buy
853
+21
+3% +$1.64K ﹤0.01% 1655
2025
Q1 		$63.7K Sell
832
-47
-5% -$3.66K ﹤0.01% 1621
2024
Q4 		$67.3K Buy
+879
New +$68.8K ﹤0.01% 1615

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

MAI Capital Management's AOA Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 1,587 shares — an estimated $140K sold.

MAI Capital Management first reported a position in AOA in Q4 2024 and held it in 6 quarters. The position peaked at $140K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • MAI Capital Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,587 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $140K.
  • MAI Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $140K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

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