MWM
AOA icon

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

Modera 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 		$856K Buy
8,773
+8
+0.1% +$763 0.01% 375
2026
Q1 		$776K Buy
8,765
+2,302
+36% +$210K 0.01% 363
2025
Q4 		$579K Buy
6,463
+25
+0.4% +$2.23K 0.01% 431
2025
Q3 		$567K Sell
6,438
-782
-11% -$66.6K 0.01% 430
2025
Q2 		$602K Buy
7,220
+289
+4% +$22.6K 0.01% 413
2025
Q1 		$530K Buy
6,931
+2,930
+73% +$228K 0.01% 419
2024
Q4 		$307K Buy
4,001
+13
+0.3% +$1.02K ﹤0.01% 514
2024
Q3 		$315K Buy
3,988
+136
+4% +$10.3K ﹤0.01% 483
2024
Q2 		$288K Sell
3,852
-149
-4% -$10.9K ﹤0.01% 484
2024
Q1 		$294K Sell
4,001
-2
-0% -$141 ﹤0.01% 485
2023
Q4 		$276K Buy
4,003
+114
+3% +$7.43K ﹤0.01% 484
2023
Q3 		$247K Buy
+3,889
New +$256K ﹤0.01% 487

Other funds holding AOA

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Modera Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.09% in Q2 2026, buying an estimated $763 and bringing the position to 8,773 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #375.

Modera Wealth Management first reported a position in AOA in Q3 2023 and has held it in 12 quarters since. 277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Modera Wealth Management held 8,773 shares of iShares Core 80/20 Aggressive Allocation ETF worth $856K as of Q2 2026.
  • Modera Wealth Management bought 8 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $763.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Modera Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 12 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.