OAS
AOA icon

Optivise Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Optivise Advisory Services’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 		$232K Sell
2,375
-1,397
-37% -$133K 0.12% 188
2026
Q1 		$334K Buy
+3,772
New +$344K 0.2% 122

Other funds holding AOA

EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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

Optivise Advisory Services's AOA Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 37% in Q2 2026, selling an estimated $133K and leaving 2,375 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #188.

Optivise Advisory Services first reported a position in AOA in Q1 2026 and has held it in 2 quarters since. The position peaked at $334K in Q1 2026. 153 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Optivise Advisory Services held 2,375 shares of iShares Core 80/20 Aggressive Allocation ETF worth $232K as of Q2 2026.
  • Optivise Advisory Services sold 1,397 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $133K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #188 holding.
  • Optivise Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Optivise Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $334K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.