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

Mascoma Wealth 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 		$197K Sell
2,017
-27
-1% -$2.58K 0.04% 96
2026
Q1 		$181K Buy
2,044
+145
+8% +$13.2K 0.04% 101
2025
Q4 		$170K Sell
1,899
-218
-10% -$19.4K 0.04% 98
2025
Q3 		$187K Sell
2,117
-158
-7% -$13.5K 0.04% 100
2025
Q2 		$190K Sell
2,275
-36
-2% -$2.81K 0.04% 93
2025
Q1 		$177K Sell
2,311
-1,190
-34% -$92.7K 0.04% 97
2024
Q4 		$268K Sell
3,501
-152
-4% -$11.9K 0.07% 82
2024
Q3 		$288K Buy
3,653
+32
+0.9% +$2.43K 0.07% 78
2024
Q2 		$271K Sell
3,621
-37
-1% -$2.71K 0.07% 80
2024
Q1 		$269K Buy
3,658
+1,008
+38% +$71.1K 0.08% 82
2023
Q4 		$183K Buy
2,650
+220
+9% +$14.3K 0.06% 103
2023
Q3 		$154K Sell
2,430
-69
-3% -$4.54K 0.05% 114
2023
Q2 		$166K Buy
2,499
+640
+34% +$41.2K 0.05% 116
2023
Q1 		$119K Sell
1,859
-929
-33% -$58K 0.03% 153
2022
Q4 		$167K Buy
2,788
+352
+14% +$20.8K 0.05% 123
2022
Q3 		$135K Sell
2,436
-177
-7% -$10.8K 0.05% 136
2022
Q2 		$156K Buy
2,613
+144
+6% +$9.16K 0.05% 126
2022
Q1 		$170K Buy
2,469
+673
+37% +$46.5K 0.05% 133
2021
Q4 		$131K Buy
1,796
+269
+18% +$19.4K 0.05% 137
2021
Q3 		$107K Buy
+1,527
New +$109K 0.04% 147
2021
Q2 		– Sell
-1,116
Closed -$75K – 117
2021
Q1 		$75K Buy
+1,116
New +$73.7K 0.03% 170

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

Mascoma Wealth Management's AOA Position: Q2 2026 in Review

Mascoma Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.3% in Q2 2026, selling an estimated $2.58K and leaving 2,017 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #96.

Mascoma Wealth Management first reported a position in AOA in Q1 2021 and has held it in 21 quarters since. The position peaked at $288K in Q3 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Mascoma Wealth Management held 2,017 shares of iShares Core 80/20 Aggressive Allocation ETF worth $197K as of Q2 2026.
  • Mascoma Wealth Management sold 27 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.58K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Mascoma Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 21 quarters since.
  • Mascoma Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $288K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.