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

Networth 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	$6.15K	Buy	63 +12	+24%	+$1.15K	﹤0.01%	210
2026 Q1	$4.51K	Buy	51 +15	+42%	+$1.37K	﹤0.01%	250
2025 Q4	$3.22K	Buy	+36	New	+$3.21K	﹤0.01%	226

Other funds holding AOA

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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Networth Advisors's AOA Position: Q2 2026 in Review

Networth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 24% in Q2 2026, buying an estimated $1.15K and bringing the position to 63 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Networth Advisors first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Networth Advisors held 63 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.15K as of Q2 2026.
Networth Advisors bought 12 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.15K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #210 holding.
Networth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
261 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.