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 Q3	$388K	Buy	3,984 +130	+3%	+$12.7K	0.06%	190
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%	-$2.72K	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

CWA

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Milestone Asset Management's AOA Position: Q3 2026 in Review

Milestone Asset Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.4% in Q3 2026, buying an estimated $12.7K and bringing the position to 3,984 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #190.

Milestone Asset Management first reported a position in AOA in Q1 2025 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Milestone Asset Management held 3,984 shares of iShares Core 80/20 Aggressive Allocation ETF worth $388K as of Q3 2026.
Milestone Asset Management bought 130 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $12.7K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Milestone Asset Management's portfolio in Q3 2026, its #190 holding.
Milestone Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.