Saxony Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Saxony Capital 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	$842K	Sell	8,622 -1,517	-15%	-$145K	0.39%	61
2026 Q1	$897K	Sell	10,139 -4,872	-32%	-$444K	0.52%	53
2025 Q4	$1.34M	Buy	15,011 +219	+1%	+$19.5K	0.82%	34
2025 Q3	$1.3M	Buy	14,792 +1,745	+13%	+$149K	0.86%	32
2025 Q2	$1.09M	Buy	13,047 +9,224	+241%	+$721K	0.83%	35
2025 Q1	$292K	Sell	3,823 -272	-7%	-$21.2K	0.26%	82
2024 Q4	$314K	Buy	4,095 +552	+16%	+$43.2K	0.28%	86
2024 Q3	$280K	Buy	+3,543	New	+$269K	0.26%	96

Other funds holding AOA

MFIM

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

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

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

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Saxony Capital Management's AOA Position: Q2 2026 in Review

Saxony Capital Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 15% in Q2 2026, selling an estimated $145K and leaving 8,622 shares worth $842K. The position accounts for 0.39% of the portfolio, ranked #61.

Saxony Capital Management first reported a position in AOA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2025. 116 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Saxony Capital Management held 8,622 shares of iShares Core 80/20 Aggressive Allocation ETF worth $842K as of Q2 2026.
Saxony Capital Management sold 1,517 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $145K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.39% of Saxony Capital Management's portfolio in Q2 2026, its #61 holding.
Saxony Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 8 quarters since.
Saxony Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.34M in Q4 2025.
116 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.