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Meridian Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Meridian Wealth Advisors’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 		$289K Sell
2,966
-104
-3% -$9.92K 0.03% 177
2026
Q1 		$272K Hold
3,070
– – 0.04% 172
2025
Q4 		$275K Buy
3,070
+217
+8% +$19.3K 0.04% 161
2025
Q3 		$251K Buy
+2,853
New +$243K 0.04% 166

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

Meridian Wealth Advisors's AOA Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.4% in Q2 2026, selling an estimated $9.92K and leaving 2,966 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #177.

Meridian Wealth Advisors first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Meridian Wealth Advisors held 2,966 shares of iShares Core 80/20 Aggressive Allocation ETF worth $289K as of Q2 2026.
  • Meridian Wealth Advisors sold 104 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $9.92K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Meridian Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Meridian Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.