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New Republic Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

New Republic Capital’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 		$422K Buy
4,321
+661
+18% +$63.1K 0.1% 163
2026
Q1 		$324K Buy
3,660
+151
+4% +$13.8K 0.11% 169
2025
Q4 		$314K Buy
3,509
+1,018
+41% +$90.6K 0.08% 212
2025
Q3 		$220K Buy
2,491
+106
+4% +$9.03K 0.07% 174
2025
Q2 		$199K Buy
2,385
+97
+4% +$7.58K 0.07% 177
2025
Q1 		$175K Buy
+2,288
New +$178K 0.08% 171

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

New Republic Capital's AOA Position: Q2 2026 in Review

New Republic Capital increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 18% in Q2 2026, buying an estimated $63.1K and bringing the position to 4,321 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #163.

New Republic Capital 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.

  • New Republic Capital held 4,321 shares of iShares Core 80/20 Aggressive Allocation ETF worth $422K as of Q2 2026.
  • New Republic Capital bought 661 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $63.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.1% of New Republic Capital's portfolio in Q2 2026, its #163 holding.
  • New Republic Capital 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 New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.