Regal Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Regal Investment Advisors’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 Q1	$521K	Buy	5,886 +399	+7%	+$36.3K	0.03%	421
2025 Q4	$491K	Sell	5,487 -320	-6%	-$28.5K	0.03%	428
2025 Q3	$512K	Buy	5,807 +45	+0.8%	+$3.83K	0.03%	372
2025 Q2	$481K	Buy	5,762 +27	+0.5%	+$2.11K	0.04%	346
2025 Q1	$439K	Buy	5,735 +246	+4%	+$19.2K	0.04%	347
2024 Q4	$421K	Buy	5,489 +712	+15%	+$55.8K	0.03%	356
2024 Q3	$377K	Buy	4,777 +72	+2%	+$5.47K	0.03%	397
2024 Q2	$352K	Buy	+4,705	New	+$344K	0.02%	426
2019 Q1	–	Sell	-139,354	Closed	-$6.77M	–	358
2018 Q4	$6.77M	Buy	139,354 +5,603	+4%	+$286K	1.48%	11
2018 Q3	$7.31M	Buy	+133,751	New	+$7.24M	1.54%	8
2017 Q4	–	Sell	-113,520	Closed	-$6.08M	–	288
2017 Q3	$6.08M	Buy	113,520 +4,143	+4%	+$218K	1.42%	10
2017 Q2	$5.67M	Buy	109,377 +74,779	+216%	+$3.82M	1.4%	8
2017 Q1	$1.73M	Buy	34,598 +1,527	+5%	+$74.7K	0.45%	75
2016 Q4	$1.56M	Buy	33,071 +1,280	+4%	+$60.1K	0.43%	78
2016 Q3	$1.51M	Buy	31,791 +4,339	+16%	+$204K	0.43%	78
2016 Q2	$1.26M	Buy	27,452 +30	+0.1%	+$1.36K	0.35%	93
2016 Q1	$1.24M	Sell	27,422 -620	-2%	-$26.8K	0.34%	86
2015 Q4	$1.26M	Buy	28,042 +17,497	+166%	+$797K	0.33%	88
2015 Q3	$460K	Buy	+10,545	New	+$483K	0.12%	155
2015 Q1	–	Sell	-600	Closed	-$28K	–	978
2014 Q4	$28K	Hold	600	–	–	0.01%	479
2014 Q3	$27K	Hold	600	–	–	0.01%	501
2014 Q2	$28K	Hold	600	–	–	0.01%	486
2014 Q1	$27K	Hold	600	–	–	0.01%	450
2013 Q4	$27K	Hold	600	–	–	0.02%	391
2013 Q3	$25K	Hold	600	–	–	0.01%	424
2013 Q2	$24K	Buy	+600	New	+$24.2K	0.01%	416

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Regal Investment Advisors's AOA Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.3% in Q1 2026, buying an estimated $36.3K and bringing the position to 5,886 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #421.

Regal Investment Advisors first reported a position in AOA in Q2 2013 and has held it in 26 quarters since. The position peaked at $7.31M in Q3 2018. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Regal Investment Advisors held 5,886 shares of iShares Core 80/20 Aggressive Allocation ETF worth $521K as of Q1 2026.
Regal Investment Advisors bought 399 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $36.3K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #421 holding.
Regal Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and has held it in 26 quarters since.
Regal Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $7.31M in Q3 2018.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.