Mayfair Advisory Group’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
Q2
$383K Buy
3,995
+331
+9% +$31.6K 0.12% 128
2026
Q1
$324K Buy
3,664
+169
+5% +$15.4K 0.11% 135
2025
Q4
$315K Buy
3,495
+89
+3% +$7.92K 0.12% 128
2025
Q3
$300K Buy
3,406
+50
+1% +$4.26K 0.13% 137
2025
Q2
$284K Buy
3,356
+207
+7% +$16.2K 0.13% 139
2025
Q1
$241K Hold
3,149
0.14% 138
2024
Q4
$241K Buy
3,149
+244
+8% +$19.1K 0.14% 131
2024
Q3
$228K Hold
2,905
0.14% 135
2024
Q2
$222K Buy
+2,905
New +$212K 0.15% 129
2020
Q1
Sell
-5,418
Closed -$314K 34
2019
Q4
$314K Buy
+5,418
New +$305K 0.96% 25

Other funds holding AOA

Mayfair Advisory Group's AOA Position: Q2 2026 in Review

Mayfair Advisory Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9% in Q2 2026, buying an estimated $31.6K and bringing the position to 3,995 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #128.

Mayfair Advisory Group first reported a position in AOA in Q4 2019 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Mayfair Advisory Group held 3,995 shares of iShares Core 80/20 Aggressive Allocation ETF worth $383K as of Q2 2026.
  • Mayfair Advisory Group bought 331 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $31.6K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Mayfair Advisory Group's portfolio in Q2 2026, its #128 holding.
  • Mayfair Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 10 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.