RWA Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

RWA Wealth Partners’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	$2.62M	Sell	26,871 -391	-1%	-$37.3K	0.03%	239
2026 Q1	$2.41M	Buy	27,262 +1,571	+6%	+$143K	0.03%	234
2025 Q4	$2.3M	Sell	25,691 -606	-2%	-$54K	0.03%	245
2025 Q3	$2.32M	Buy	26,297 +1,308	+5%	+$111K	0.03%	241
2025 Q2	$2.08M	Buy	24,989 +24	+0.1%	+$1.88K	0.03%	243
2025 Q1	$1.91M	Sell	24,965 -955	-4%	-$74.4K	0.02%	253
2024 Q4	$1.99M	Buy	25,920 +998	+4%	+$78.2K	0.02%	249
2024 Q3	$1.97M	Sell	24,922 -1,065	-4%	-$80.9K	0.02%	252
2024 Q2	$1.94M	Sell	25,987 -122	-0.5%	-$8.92K	0.03%	239
2024 Q1	$1.92M	Sell	26,109 -1,807	-6%	-$128K	0.03%	245
2023 Q4	$1.93M	Buy	27,916 +22,876	+454%	+$1.49M	0.03%	230
2023 Q3	$320K	Buy	5,040 +1,195	+31%	+$78.5K	0.01%	316
2023 Q2	$255K	Buy	3,845 +521	+16%	+$33.5K	0.01%	291
2023 Q1	$211K	Buy	+3,324	New	+$208K	0.01%	245
2018 Q3	–	Sell	-686	Closed	-$37K	–	249
2018 Q2	$37K	Buy	+686	New	+$36.9K	﹤0.01%	453

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

RWA Wealth Partners's AOA Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q2 2026, selling an estimated $37.3K and leaving 26,871 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #239.

RWA Wealth Partners first reported a position in AOA in Q2 2018 and has held it in 15 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

RWA Wealth Partners held 26,871 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.62M as of Q2 2026.
RWA Wealth Partners sold 391 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $37.3K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #239 holding.
RWA Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 15 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.