Mainsail Asset Management’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
Q1
$1.22M Buy
13,812
+395
+3% +$36K 0.55% 26
2025
Q4
$1.2M Buy
13,417
+127
+1% +$11.3K 0.51% 23
2025
Q3
$1.17M Buy
13,290
+216
+2% +$18.4K 0.51% 24
2025
Q2
$1.09M Buy
13,074
+215
+2% +$16.8K 0.67% 18
2025
Q1
$984K Buy
12,859
+421
+3% +$32.8K 0.67% 16
2024
Q4
$953K Sell
12,438
-611
-5% -$47.9K 0.67% 19
2024
Q3
$1.03M Buy
13,049
+1,885
+17% +$143K 0.76% 13
2024
Q2
$835K Sell
11,164
-1
-0% -$73 0.66% 15
2024
Q1
$820K Buy
11,165
+23
+0.2% +$1.62K 0.67% 16
2023
Q4
$769K Buy
+11,142
New +$726K 0.72% 16

Other funds holding AOA

Mainsail Asset Management's AOA Position: Q1 2026 in Review

Mainsail Asset Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.9% in Q1 2026, buying an estimated $36K and bringing the position to 13,812 shares worth $1.22M. The position accounts for 0.55% of the portfolio, ranked #26.

Mainsail Asset Management first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Mainsail Asset Management held 13,812 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.22M as of Q1 2026.
  • Mainsail Asset Management bought 395 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $36K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.55% of Mainsail Asset Management's portfolio in Q1 2026, its #26 holding.
  • Mainsail Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Mainsail Asset Management's 13F filing for Q1 2026, filed 13 May 2026.