Optivise Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
Optivise Advisory Services's AOA Position: Q3 2026 in Review
Optivise Advisory Services reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q3 2026, selling an estimated $27.7K and leaving 2,092 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #221.
Optivise Advisory Services first reported a position in AOA in Q1 2026 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 290 funds tracked by Wall St. Rank hold AOA as of Q3 2026.
- Optivise Advisory Services held 2,092 shares of iShares Core 80/20 Aggressive Allocation ETF worth $203K as of Q3 2026.
- Optivise Advisory Services sold 283 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $27.7K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #221 holding.
- Optivise Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and has held it in 3 quarters since.
- Optivise Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $334K in Q1 2026.
- 290 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.