Mason Investment Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mason Investment Advisory Services’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 Q1	$1.19M	Buy	13,444 +1,988	+17%	+$181K	0.05%	24
2025 Q4	$1.03M	Buy	11,456 +5,500	+92%	+$490K	0.05%	27
2025 Q3	$525K	Buy	5,956 +29	+0.5%	+$2.47K	0.03%	52
2025 Q2	$494K	Buy	5,927 +1,015	+21%	+$79.4K	0.03%	46
2025 Q1	$376K	Buy	+4,912	New	+$383K	0.02%	52

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mason Investment Advisory Services's AOA Position: Q1 2026 in Review

Mason Investment Advisory Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 17% in Q1 2026, buying an estimated $181K and bringing the position to 13,444 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #24.

Mason Investment Advisory Services first reported a position in AOA in Q1 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Mason Investment Advisory Services held 13,444 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.19M as of Q1 2026.
Mason Investment Advisory Services bought 1,988 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $181K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Mason Investment Advisory Services's portfolio in Q1 2026, its #24 holding.
Mason Investment Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.