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 Q3	$506K	Sell	5,198 -1,130	-18%	-$111K	0.07%	213
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Maia Wealth's AOA Position: Q3 2026 in Review

Maia Wealth reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 18% in Q3 2026, selling an estimated $111K and leaving 5,198 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #213.

Maia Wealth first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $997K in Q3 2025. 351 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Maia Wealth held 5,198 shares of iShares Core 80/20 Aggressive Allocation ETF worth $506K as of Q3 2026.
Maia Wealth sold 1,130 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $111K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #213 holding.
Maia Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $997K in Q3 2025.
351 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.