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Sax Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sax Wealth 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
Q2 		$343K Buy
3,877
+200
+5% +$19.1K 0.01% 423
2026
Q1 		$329K Hold
3,677
– – 0.02% 365
2025
Q4 		$329K Sell
3,677
-188
-5% -$16.7K 0.02% 372
2025
Q3 		$341K Sell
3,865
-204
-5% -$17.4K 0.02% 330
2025
Q2 		$339K Buy
4,069
+410
+11% +$32.1K 0.02% 319
2025
Q1 		$280K Buy
3,659
+240
+7% +$18.7K 0.02% 306
2024
Q4 		$262K Buy
3,419
+118
+4% +$9.24K 0.02% 284
2024
Q3 		$260K Sell
3,301
-255
-7% -$19.4K 0.02% 240
2024
Q2 		$266K Sell
3,556
-465
-12% -$34K 0.03% 226
2024
Q1 		$295K Buy
4,021
+164
+4% +$11.6K 0.03% 149
2023
Q4 		$266K Hold
3,857
– – 0.04% 157
2023
Q3 		$245K Buy
3,857
+129
+3% +$8.48K 0.05% 155
2023
Q2 		$247K Buy
3,728
+95
+3% +$6.11K 0.05% 148
2023
Q1 		$231K Buy
3,633
+175
+5% +$10.9K 0.05% 153
2022
Q4 		$207K Buy
+3,458
New +$205K 0.05% 155
2022
Q3 		– Sell
-4,739
Closed -$284K – 160
2022
Q2 		$284K Buy
4,739
+720
+18% +$45.8K 0.07% 139
2022
Q1 		$277K Buy
+4,019
New +$278K 0.07% 143

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

Sax Wealth Advisors's AOA Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5.4% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,877 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #423.

Sax Wealth Advisors first reported a position in AOA in Q1 2022 and has held it in 17 quarters since. 91 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Sax Wealth Advisors held 3,877 shares of iShares Core 80/20 Aggressive Allocation ETF worth $343K as of Q2 2026.
  • Sax Wealth Advisors bought 200 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $19.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #423 holding.
  • Sax Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 17 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.