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Mutual Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mutual Advisors’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 		$4M Buy
40,943
+934
+2% +$89.1K 0.08% 259
2026
Q1 		$3.54M Buy
40,009
+1,803
+5% +$164K 0.08% 254
2025
Q4 		$3.42M Buy
38,206
+2,166
+6% +$193K 0.07% 257
2025
Q3 		$3.2M Buy
36,040
+949
+3% +$80.8K 0.07% 258
2025
Q2 		$2.97M Buy
35,091
+1,187
+4% +$92.8K 0.07% 241
2025
Q1 		$2.58M Buy
33,904
+5,462
+19% +$426K 0.07% 237
2024
Q4 		$2.19M Buy
28,442
+854
+3% +$66.9K 0.06% 264
2024
Q3 		$2.15M Sell
27,588
-483
-2% -$36.7K 0.06% 263
2024
Q2 		$2.1M Buy
28,071
+1,360
+5% +$99.4K 0.06% 270
2024
Q1 		$1.96M Sell
26,711
-1,308
-5% -$92.3K 0.06% 281
2023
Q4 		$1.93M Buy
28,019
+894
+3% +$58.3K 0.07% 284
2023
Q3 		$1.72M Buy
27,125
+8,212
+43% +$540K 0.07% 286
2023
Q2 		$1.25M Buy
18,913
+1,702
+10% +$109K 0.05% 371
2023
Q1 		$1.09M Buy
17,211
+2,780
+19% +$174K 0.04% 405
2022
Q4 		$862K Sell
14,431
-62
-0.4% -$3.67K 0.04% 448
2022
Q3 		$804K Buy
14,493
+452
+3% +$27.5K 0.04% 429
2022
Q2 		$841K Sell
14,041
-1,057
-7% -$67.3K 0.06% 387
2022
Q1 		$1.04M Buy
15,098
+116
+0.8% +$8.02K 0.06% 366
2021
Q4 		$1.09M Buy
14,982
+2,979
+25% +$215K 0.06% 356
2021
Q3 		$838K Buy
12,003
+1,064
+10% +$75.8K 0.05% 396
2021
Q2 		$773K Buy
10,939
+683
+7% +$47.5K 0.05% 416
2021
Q1 		$686K Buy
10,256
+6,198
+153% +$409K 0.05% 415
2020
Q4 		$260K Buy
4,058
+390
+11% +$23.8K 0.02% 632
2020
Q3 		$213K Sell
3,668
-24
-0.7% -$1.38K 0.02% 623
2020
Q2 		$203K Buy
+3,692
New +$192K 0.02% 602
2020
Q1 		– Sell
-3,845
Closed -$223K – 570
2019
Q4 		$223K Buy
+3,845
New +$217K 0.02% 541

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mutual Advisors's AOA Position: Q2 2026 in Review

Mutual Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.3% in Q2 2026, buying an estimated $89.1K and bringing the position to 40,943 shares worth $4M. The position accounts for 0.08% of the portfolio, ranked #259.

Mutual Advisors first reported a position in AOA in Q4 2019 and has held it in 26 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Mutual Advisors held 40,943 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4M as of Q2 2026.
  • Mutual Advisors bought 934 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $89.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of Mutual Advisors's portfolio in Q2 2026, its #259 holding.
  • Mutual Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.