Prentice Wealth 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
$1.23M Buy
12,559
+585
+5% +$55.8K 0.25% 51
2026
Q1
$1.06M Sell
11,974
-2,332
-16% -$212K 0.24% 52
2025
Q4
$1.28M Buy
14,306
+2,217
+18% +$197K 0.29% 47
2025
Q3
$1.07M Buy
12,089
+1,158
+11% +$98.6K 0.26% 45
2025
Q2
$912K Buy
10,931
+173
+2% +$13.5K 0.24% 47
2025
Q1
$823K Buy
+10,758
New +$838K 0.24% 49

Other funds holding AOA

Prentice Wealth Management's AOA Position: Q2 2026 in Review

Prentice Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.9% in Q2 2026, buying an estimated $55.8K and bringing the position to 12,559 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #51.

Prentice Wealth Management first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Prentice Wealth Management held 12,559 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.23M as of Q2 2026.
  • Prentice Wealth Management bought 585 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $55.8K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.25% of Prentice Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Prentice Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • Prentice Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.28M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.