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

Mission 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	$450K	Sell	4,612 -815	-15%	-$77.7K	0.01%	723
2026 Q1	$480K	Sell	5,427 -3,780	-41%	-$344K	0.01%	502
2025 Q4	$825K	Sell	9,207 -2,209	-19%	-$197K	0.02%	378
2025 Q3	$1.01M	Buy	11,416 +7,089	+164%	+$604K	0.02%	330
2025 Q2	$361K	Buy	4,327 +1,053	+32%	+$82.3K	0.01%	549
2025 Q1	$250K	Buy	+3,274	New	+$255K	0.01%	591
2022 Q3	–	Sell	-4,324	Closed	-$259K	–	513
2022 Q2	$259K	Buy	4,324 +10	+0.2%	+$636	0.01%	425
2022 Q1	$297K	Hold	4,314	–	–	0.01%	424
2021 Q4	$314K	Buy	4,314 +43	+1%	+$3.1K	0.01%	424
2021 Q3	$298K	Buy	4,271 +22	+0.5%	+$1.57K	0.02%	409
2021 Q2	$300K	Buy	4,249 +7	+0.2%	+$487	0.02%	393
2021 Q1	$284K	Hold	4,242	–	–	0.02%	374
2020 Q4	$272K	Buy	+4,242	New	+$259K	0.02%	349

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

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

Mission Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 15% in Q2 2026, selling an estimated $77.7K and leaving 4,612 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #723.

Mission Wealth Management first reported a position in AOA in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.01M in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Mission Wealth Management held 4,612 shares of iShares Core 80/20 Aggressive Allocation ETF worth $450K as of Q2 2026.
Mission Wealth Management sold 815 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $77.7K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #723 holding.
Mission Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 13 quarters since.
Mission Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.01M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.