Palisade Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$556K Buy
6,282
+147
+2% +$13.4K 0.02% 265
2025
Q4
$549K Buy
+6,135
New +$546K 0.02% 322

Other funds holding AOA

Palisade Capital Management's AOA Position: Q1 2026 in Review

Palisade Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.4% in Q1 2026, buying an estimated $13.4K and bringing the position to 6,282 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #265.

Palisade Capital Management first reported a position in AOA in Q4 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Palisade Capital Management held 6,282 shares of iShares Core 80/20 Aggressive Allocation ETF worth $556K as of Q1 2026.
  • Palisade Capital Management bought 147 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Palisade Capital Management's portfolio in Q1 2026, its #265 holding.
  • Palisade Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.