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Noble Wealth Management PBC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Noble Wealth Management PBC’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 		$39.9K Sell
409
-81
-17% -$7.73K 0.02% 301
2026
Q1 		$43.4K Hold
490
– – 0.02% 277
2025
Q4 		$43.9K Hold
490
– – 0.02% 276
2025
Q3 		$43.2K Buy
+490
New +$41.7K 0.02% 263
2025
Q1 		$37.5K Hold
490
– – 0.03% 237
2024
Q4 		$37.5K Buy
+490
New +$38.4K 0.03% 218

Other funds holding AOA

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Noble Wealth Management PBC's AOA Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 17% in Q2 2026, selling an estimated $7.73K and leaving 409 shares worth $39.9K. The position accounts for 0.02% of the portfolio, ranked #301.

Noble Wealth Management PBC first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.9K in Q4 2025. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Noble Wealth Management PBC held 409 shares of iShares Core 80/20 Aggressive Allocation ETF worth $39.9K as of Q2 2026.
  • Noble Wealth Management PBC sold 81 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $7.73K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Noble Wealth Management PBC's portfolio in Q2 2026, its #301 holding.
  • Noble Wealth Management PBC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $43.9K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.