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Riverbend Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Riverbend Wealth Management’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 		$274K Buy
2,812
+335
+14% +$32K 0.14% 155
2026
Q1 		$219K Buy
2,477
+132
+6% +$12K 0.13% 147
2025
Q4 		$210K Buy
+2,345
New +$209K 0.13% 144

Other funds holding AOA

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

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

Riverbend Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 14% in Q2 2026, buying an estimated $32K and bringing the position to 2,812 shares worth $274K. The position accounts for 0.14% of the portfolio, ranked #155.

Riverbend Wealth Management first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Riverbend Wealth Management held 2,812 shares of iShares Core 80/20 Aggressive Allocation ETF worth $274K as of Q2 2026.
  • Riverbend Wealth Management bought 335 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $32K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.14% of Riverbend Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Riverbend Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.