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Maia Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Maia Wealth’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 		$618K Sell
6,328
-2,685
-30% -$256K 0.09% 190
2026
Q1 		$798K Sell
9,013
-336
-4% -$30.6K 0.13% 166
2025
Q4 		$863K Sell
9,349
-1,788
-16% -$159K 0.15% 155
2025
Q3 		$997K Buy
11,137
+2,942
+36% +$251K 0.17% 145
2025
Q2 		$683K Buy
8,195
+86
+1% +$6.72K 0.13% 163
2025
Q1 		$601K Sell
8,109
-571
-7% -$44.5K 0.14% 159
2024
Q4 		$679K Buy
8,680
+542
+7% +$42.5K 0.15% 134
2024
Q3 		$634K Buy
8,138
+263
+3% +$20K 0.16% 126
2024
Q2 		$601K Buy
+7,875
New +$576K 0.18% 107
2023
Q4 		$514K Buy
+7,447
New +$485K 0.21% 100

Other funds holding AOA

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Maia Wealth's AOA Position: Q2 2026 in Review

Maia Wealth reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 30% in Q2 2026, selling an estimated $256K and leaving 6,328 shares worth $618K. The position accounts for 0.09% of the portfolio, ranked #190.

Maia Wealth first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. The position peaked at $997K in Q3 2025. 177 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Maia Wealth held 6,328 shares of iShares Core 80/20 Aggressive Allocation ETF worth $618K as of Q2 2026.
  • Maia Wealth sold 2,685 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $256K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #190 holding.
  • Maia Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $997K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.