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

Meridian 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	$920K	Buy	9,426 +1,678	+22%	+$160K	0.03%	398
2026 Q1	$686K	Hold	7,748	–	–	0.02%	433
2025 Q4	$694K	Sell	7,748 -6	-0.1%	-$534	0.02%	421
2025 Q3	$683K	Sell	7,754 -2,898	-27%	-$247K	0.03%	411
2025 Q2	$888K	Buy	+10,652	New	+$833K	0.04%	331
2025 Q1	–	Sell	-2,868	Closed	-$220K	–	622
2024 Q4	$220K	Buy	2,868 +10	+0.3%	+$783	0.01%	586
2024 Q3	$225K	Buy	+2,858	New	+$217K	0.01%	589
2024 Q1	–	Sell	-3,979	Closed	-$274K	–	209
2023 Q4	$274K	Sell	3,979 -3,565	-47%	-$232K	0.02%	514
2023 Q3	$479K	Buy	7,544 +3,833	+103%	+$252K	0.03%	375
2023 Q2	$246K	Buy	+3,711	New	+$239K	0.02%	477

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 22% in Q2 2026, buying an estimated $160K and bringing the position to 9,426 shares worth $920K. The position accounts for 0.03% of the portfolio, ranked #398.

Meridian Wealth Management first reported a position in AOA in Q2 2023 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Meridian Wealth Management held 9,426 shares of iShares Core 80/20 Aggressive Allocation ETF worth $920K as of Q2 2026.
Meridian Wealth Management bought 1,678 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $160K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #398 holding.
Meridian Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.