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

OneDigital Investment 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	$1.99M	Buy	20,435 +1,411	+7%	+$135K	0.02%	505
2026 Q1	$1.68M	Buy	19,024 +2,731	+17%	+$249K	0.02%	525
2025 Q4	$1.46M	Buy	16,293 +161	+1%	+$14.3K	0.01%	551
2025 Q3	$1.42M	Buy	16,132 +2,616	+19%	+$223K	0.01%	539
2025 Q2	$1.13M	Buy	13,516 +3,747	+38%	+$293K	0.01%	600
2025 Q1	$747K	Buy	9,769 +2,001	+26%	+$156K	0.01%	711
2024 Q4	$595K	Buy	7,768 +2,297	+42%	+$180K	0.01%	820
2024 Q3	$432K	Sell	5,471 -745	-12%	-$56.6K	﹤0.01%	993
2024 Q2	$465K	Buy	6,216 +122	+2%	+$8.92K	0.01%	930
2024 Q1	$448K	Sell	6,094 -925	-13%	-$65.3K	0.01%	769
2023 Q4	$485K	Sell	7,019 -24	-0.3%	-$1.56K	0.01%	724
2023 Q3	$447K	Sell	7,043 -1,336	-16%	-$87.8K	0.01%	686
2023 Q2	$556K	Buy	8,379 +1,259	+18%	+$81K	0.01%	602
2023 Q1	$453K	Sell	7,120 -1,297	-15%	-$81K	0.01%	664
2022 Q4	$503K	Buy	8,417 +495	+6%	+$29.3K	0.01%	518
2022 Q3	$439K	Buy	7,922 +4,064	+105%	+$247K	0.02%	498
2022 Q2	$231K	Buy	3,858 +153	+4%	+$9.74K	0.01%	617
2022 Q1	$255K	Buy	3,705 +180	+5%	+$12.4K	0.01%	644
2021 Q4	$257K	Buy	3,525 +81	+2%	+$5.84K	0.01%	645
2021 Q3	$240K	Sell	3,444 -2,833	-45%	-$202K	0.01%	627
2021 Q2	$443K	Buy	6,277 +2,937	+88%	+$204K	0.02%	441
2021 Q1	$224K	Buy	3,340 +235	+8%	+$15.5K	0.01%	587
2020 Q4	$202K	Buy	+3,105	New	+$190K	0.01%	603
2020 Q1	–	Sell	-5,337	Closed	-$310K	–	571
2019 Q4	$310K	Buy	5,337 +265	+5%	+$14.9K	0.02%	408
2019 Q3	$279K	Buy	+5,072	New	+$276K	0.03%	401
2018 Q4	–	Sell	-579	Closed	-$32K	–	1104
2018 Q3	$32K	Buy	579 +515	+805%	+$27.9K	0.01%	514
2018 Q2	$3K	Buy	+64	New	+$3.45K	﹤0.01%	1216

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

OneDigital Investment Advisors's AOA Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.4% in Q2 2026, buying an estimated $135K and bringing the position to 20,435 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #505.

OneDigital Investment Advisors first reported a position in AOA in Q2 2018 and has held it in 27 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

OneDigital Investment Advisors held 20,435 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.99M as of Q2 2026.
OneDigital Investment Advisors bought 1,411 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $135K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #505 holding.
OneDigital Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 27 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.