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

Sightline 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	$293K	Buy	2,998 +232	+8%	+$22.1K	0.11%	72
2026 Q1	$245K	Buy	2,766 +2	+0.1%	+$182	0.1%	72
2025 Q4	$248K	Buy	2,764 +128	+5%	+$11.4K	0.11%	80
2025 Q3	$232K	Buy	2,636 +18	+0.7%	+$1.53K	0.1%	81
2025 Q2	$218K	Buy	+2,618	New	+$205K	0.11%	79
2023 Q3	–	Sell	-3,207	Closed	-$204K	–	70
2023 Q2	$204K	Buy	+3,207	New	+$206K	0.2%	53
2022 Q2	–	Sell	-2,991	Closed	-$206K	–	52
2022 Q1	$206K	Sell	2,991 -457	-13%	-$31.6K	0.17%	50
2021 Q4	$252K	Sell	3,448 -1,342	-28%	-$96.7K	0.23%	44
2021 Q3	$334K	Sell	4,790 -638	-12%	-$45.4K	0.28%	40
2021 Q2	$384K	Buy	5,428 +103	+2%	+$7.16K	0.32%	41
2021 Q1	$357K	Buy	5,325 +175	+3%	+$11.6K	0.33%	40
2020 Q4	$331K	Buy	+5,150	New	+$315K	0.33%	40

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

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

Sightline Wealth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8.4% in Q2 2026, buying an estimated $22.1K and bringing the position to 2,998 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #72.

Sightline Wealth Advisors first reported a position in AOA in Q4 2020 and has held it in 12 quarters since. The position peaked at $384K in Q2 2021. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Sightline Wealth Advisors held 2,998 shares of iShares Core 80/20 Aggressive Allocation ETF worth $293K as of Q2 2026.
Sightline Wealth Advisors bought 232 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $22.1K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Sightline Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Sightline Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 12 quarters since.
Sightline Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $384K in Q2 2021.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

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