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Milestone Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Milestone Investment 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 		– Sell
-57
Closed -$5.06K – 142
2026
Q1 		$5.06K Buy
57
+7
+14% +$638 ﹤0.01% 133
2025
Q4 		$4.5K Buy
50
+8
+19% +$712 ﹤0.01% 131
2025
Q3 		$3.67K Buy
42
+9
+27% +$766 ﹤0.01% 124
2025
Q2 		$2.79K Buy
33
+1
+3% +$78 ﹤0.01% 122
2025
Q1 		$2.47K Buy
32
+7
+28% +$545 ﹤0.01% 125
2024
Q4 		$1.94K Buy
25
+11
+79% +$862 ﹤0.01% 130
2024
Q3 		$1.11K Buy
14
+10
+250% +$760 ﹤0.01% 127
2024
Q2 		$300 Buy
+4
New +$292 ﹤0.01% 132

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

Milestone Investment Advisors's AOA Position: Q2 2026 in Review

Milestone Investment Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 57 shares — an estimated $5.06K sold.

Milestone Investment Advisors first reported a position in AOA in Q2 2024 and held it in 8 quarters. The position peaked at $5.06K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Milestone Investment Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Investment Advisors sold 57 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $5.06K.
  • Milestone Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and held it in 8 quarters.
  • Milestone Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.06K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

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