Silver Oak Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$172K Buy
+1,761
New +$168K 0.01% 772
2025
Q3
Sell
-3,397
Closed -$283K 755
2025
Q2
$283K Buy
+3,397
New +$266K 0.02% 553
2024
Q4
Sell
-3,261
Closed -$257K 630
2024
Q3
$257K Buy
+3,261
New +$248K 0.03% 448

Other funds holding AOA

Silver Oak Securities's AOA Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 1,761 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in AOA as recently as Q2 2025.

Silver Oak Securities first reported a position in AOA in Q3 2024 and has held it in 3 quarters since. The position peaked at $283K in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Silver Oak Securities held 1,761 shares of iShares Core 80/20 Aggressive Allocation ETF worth $172K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Silver Oak Securities position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #772 holding.
  • Silver Oak Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 3 quarters since.
  • Silver Oak Securities's iShares Core 80/20 Aggressive Allocation ETF position peaked at $283K in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.