Silver Oak Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
Silver Oak Securities's AOA Position: Q3 2026 in Review
Silver Oak Securities increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 212% in Q3 2026, buying an estimated $365K and bringing the position to 5,492 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #469.
Silver Oak Securities first reported a position in AOA in Q3 2024 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold AOA as of Q3 2026.
- Silver Oak Securities held 5,492 shares of iShares Core 80/20 Aggressive Allocation ETF worth $519K as of Q3 2026.
- Silver Oak Securities bought 3,731 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $365K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Silver Oak Securities's portfolio in Q3 2026, its #469 holding.
- Silver Oak Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 4 quarters since.
- 290 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.
Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.