Mullooly Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$752K Buy
8,494
+164
+2% +$14.9K 0.28% 25
2025
Q4
$746K Buy
8,330
+221
+3% +$19.7K 0.27% 24
2025
Q3
$715K Sell
8,109
-493
-6% -$42K 0.27% 25
2025
Q2
$717K Buy
8,602
+199
+2% +$15.6K 0.3% 22
2025
Q1
$643K Buy
+8,403
New +$655K 0.29% 25

Other funds holding AOA

Mullooly Asset Management's AOA Position: Q1 2026 in Review

Mullooly Asset Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2% in Q1 2026, buying an estimated $14.9K and bringing the position to 8,494 shares worth $752K. The position accounts for 0.28% of the portfolio, ranked #25.

Mullooly Asset Management first reported a position in AOA in Q1 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Mullooly Asset Management held 8,494 shares of iShares Core 80/20 Aggressive Allocation ETF worth $752K as of Q1 2026.
  • Mullooly Asset Management bought 164 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $14.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.28% of Mullooly Asset Management's portfolio in Q1 2026, its #25 holding.
  • Mullooly Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.