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

Motley Fool 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	–	Sell	-2,573	Closed	-$228K	–	25
2026 Q1	$228K	Sell	2,573 -7,344	-74%	-$669K	0.03%	124
2025 Q4	$888K	Buy	+9,917	New	+$883K	0.07%	123
2025 Q1	–	Sell	-15,830	Closed	-$1.21M	–	126
2024 Q4	$1.21M	Buy	+15,830	New	+$1.24M	0.06%	126

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

Motley Fool Wealth Management's AOA Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 2,573 shares — an estimated $228K sold.

Motley Fool Wealth Management first reported a position in AOA in Q4 2024 and held it in 3 quarters. The position peaked at $1.21M in Q4 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Motley Fool Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
Motley Fool Wealth Management sold 2,573 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $228K.
Motley Fool Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 3 quarters.
Motley Fool Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.21M in Q4 2024.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.