NorthStar Asset Management (New Jersey)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

NorthStar Asset Management (New Jersey)’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	$2.23M	Buy	2,194,162 +2	+0%	+$191	0.91%	27
2026 Q1	$2.22M	Sell	2,194,160 -2	-0%	-$182	1.07%	25
2025 Q4	$2.22M	Buy	2,194,162 +2	+0%	+$178	1%	26
2025 Q3	$2.22M	Buy	2,194,160 +2	+0%	+$170	1.06%	25
2025 Q2	$2.22M	Sell	2,194,158 -2,838	-0.1%	-$222K	1.17%	25
2025 Q1	$2.44M	Buy	2,196,996 +2,858	+0.1%	+$223K	1.52%	20
2024 Q4	$2.22M	Buy	2,194,138 +2	+0%	+$157	1.41%	20
2024 Q3	$2.22M	Buy	2,194,136 +21	+0%	+$1.59K	1.48%	19
2024 Q2	$2.22M	Sell	2,194,115 -9	-0%	-$658	1.54%	20
2024 Q1	$2.22M	Buy	2,194,124 +2,152,885	+5,221%	+$152M	1.68%	19
2023 Q4	$2.85M	Buy	+41,239	New	+$2.69M	2.6%	14

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

NorthStar Asset Management (New Jersey)'s AOA Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0% in Q2 2026, buying an estimated $191 and bringing the position to 2,194,162 shares worth $2.23M. The position accounts for 0.91% of the portfolio, ranked #27.

NorthStar Asset Management (New Jersey) first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q4 2023. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

NorthStar Asset Management (New Jersey) held 2,194,162 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.23M as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 2 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $191.
iShares Core 80/20 Aggressive Allocation ETF made up 0.91% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #27 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
NorthStar Asset Management (New Jersey)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.85M in Q4 2023.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.