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Retirement Wealth Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Retirement Wealth Solutions’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 		$29.7K Buy
304
+89
+41% +$8.49K 0.02% 119
2026
Q1 		$19K Buy
215
+80
+59% +$7.29K 0.01% 155
2025
Q4 		$12.1K Buy
135
+2
+2% +$178 0.01% 210
2025
Q3 		$11.7K Buy
133
+1
+0.8% +$85 0.01% 210
2025
Q2 		$11K Hold
132
– – 0.01% 230
2025
Q1 		$10.1K Hold
132
– – 0.01% 226
2024
Q4 		$9.98K Buy
+132
New +$10.3K 0.01% 229

Other funds holding AOA

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SFG
Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Retirement Wealth Solutions's AOA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 41% in Q2 2026, buying an estimated $8.49K and bringing the position to 304 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #119.

Retirement Wealth Solutions first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Retirement Wealth Solutions held 304 shares of iShares Core 80/20 Aggressive Allocation ETF worth $29.7K as of Q2 2026.
  • Retirement Wealth Solutions bought 89 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $8.49K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #119 holding.
  • Retirement Wealth Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.