N.E.W. Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

N.E.W. Advisory Services’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	$11.1K	Hold	114	–	–	﹤0.01%	637
2026 Q1	$10.1K	Hold	114	–	–	﹤0.01%	630
2025 Q4	$10.2K	Hold	114	–	–	﹤0.01%	613
2025 Q3	$10K	Hold	114	–	–	﹤0.01%	578
2025 Q2	$9.51K	Hold	114	–	–	﹤0.01%	577
2025 Q1	$8.72K	Buy	+114	New	+$8.88K	﹤0.01%	637

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

N.E.W. Advisory Services's AOA Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 114 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

N.E.W. Advisory Services first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

N.E.W. Advisory Services held 114 shares of iShares Core 80/20 Aggressive Allocation ETF worth $11.1K as of Q2 2026.
N.E.W. Advisory Services left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #637 holding.
N.E.W. Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.