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
Q2
$788K Buy
8,069
+1,787
+28% +$170K 0.03% 249
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: Q2 2026 in Review

Palisade Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 28% in Q2 2026, buying an estimated $170K and bringing the position to 8,069 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #249.

Palisade Capital Management first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Palisade Capital Management held 8,069 shares of iShares Core 80/20 Aggressive Allocation ETF worth $788K as of Q2 2026.
  • Palisade Capital Management bought 1,787 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $170K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Palisade Capital Management's portfolio in Q2 2026, its #249 holding.
  • Palisade Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.