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Signature Estate & Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Signature Estate & Investment 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 		$208K Buy
+2,132
New +$203K ﹤0.01% 642

Other funds holding AOA

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

Signature Estate & Investment Advisors's AOA Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,132 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,132 shares of iShares Core 80/20 Aggressive Allocation ETF worth $208K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Signature Estate & Investment Advisors position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #642 holding.
  • 277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.