Milestone Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Milestone Asset 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	$376K	Sell	3,854 -50	-1%	-$4.77K	0.06%	207
2026 Q1	$346K	Buy	3,904 +182	+5%	+$16.6K	0.06%	191
2025 Q4	$333K	Buy	3,722 +278	+8%	+$24.8K	0.06%	175
2025 Q3	$304K	Sell	3,444 -32	-0.9%	-$2.73K	0.06%	189
2025 Q2	$290K	Buy	3,476 +80	+2%	+$6.26K	0.06%	178
2025 Q1	$260K	Buy	+3,396	New	+$265K	0.06%	193

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

Milestone Asset Management's AOA Position: Q2 2026 in Review

Milestone Asset Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.3% in Q2 2026, selling an estimated $4.77K and leaving 3,854 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #207.

Milestone Asset Management first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Milestone Asset Management held 3,854 shares of iShares Core 80/20 Aggressive Allocation ETF worth $376K as of Q2 2026.
Milestone Asset Management sold 50 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $4.77K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Milestone Asset Management's portfolio in Q2 2026, its #207 holding.
Milestone Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.