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

Mosley 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 		$34.2K Sell
350
-2,832
-89% -$270K 0.01% 282
2026
Q1 		$280K Sell
3,182
-21
-0.7% -$1.91K 0.13% 129
2025
Q4 		$284K Buy
+3,203
New +$285K 0.13% 135

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

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

Mosley Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 89% in Q2 2026, selling an estimated $270K and leaving 350 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #282.

Mosley Wealth Management first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Mosley Wealth Management held 350 shares of iShares Core 80/20 Aggressive Allocation ETF worth $34.2K as of Q2 2026.
  • Mosley Wealth Management sold 2,832 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $270K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Mosley Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $284K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.