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

NewEdge 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 		$3.6M Sell
36,886
-2,536
-6% -$242K 0.01% 913
2026
Q1 		$3.49M Buy
39,422
+3,377
+9% +$308K 0.01% 839
2025
Q4 		$3.23M Buy
36,045
+2,203
+7% +$196K 0.01% 838
2025
Q3 		$2.98M Sell
33,842
-316
-0.9% -$26.9K 0.01% 826
2025
Q2 		$2.85M Buy
34,158
+52
+0.2% +$4.07K 0.01% 775
2025
Q1 		$2.61M Sell
34,106
-254
-0.7% -$19.8K 0.02% 747
2024
Q4 		$2.63M Sell
34,360
-2,369
-6% -$186K 0.02% 716
2024
Q3 		$2.9M Sell
36,729
-3,131
-8% -$238K 0.02% 659
2024
Q2 		$2.98M Sell
39,860
-581
-1% -$42.5K 0.02% 608
2024
Q1 		$2.97M Buy
40,441
+1,124
+3% +$79.3K 0.03% 549
2023
Q4 		$2.71M Sell
39,317
-291
-0.7% -$19K 0.03% 560
2023
Q3 		$2.51M Sell
39,608
-1,106
-3% -$72.7K 0.03% 527
2023
Q2 		$2.7M Buy
40,714
+40,374
+11,875% +$2.6M 0.03% 493
2023
Q1 		$21.6K Buy
340
+9
+3% +$562 ﹤0.01% 2312
2022
Q4 		$20 Buy
+331
New +$19.6K ﹤0.01% 3595

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

NewEdge Advisors's AOA Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.4% in Q2 2026, selling an estimated $242K and leaving 36,886 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #913.

NewEdge Advisors first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • NewEdge Advisors held 36,886 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.6M as of Q2 2026.
  • NewEdge Advisors sold 2,536 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $242K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #913 holding.
  • NewEdge Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.