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

SteelPeak Wealth’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 		$4.54M Buy
46,498
+1,560
+3% +$149K 0.12% 135
2026
Q1 		$3.98M Buy
44,938
+2,164
+5% +$197K 0.12% 129
2025
Q4 		$3.83M Sell
42,774
-905
-2% -$80.6K 0.12% 127
2025
Q3 		$3.85M Buy
43,679
+2,141
+5% +$182K 0.13% 124
2025
Q2 		$3.46M Buy
41,538
+772
+2% +$60.4K 0.13% 124
2025
Q1 		$3.12M Sell
40,766
-28
-0.1% -$2.18K 0.13% 128
2024
Q4 		$3.13M Buy
40,794
+2,241
+6% +$176K 0.13% 125
2024
Q3 		$3.04M Buy
38,553
+756
+2% +$57.4K 0.13% 125
2024
Q2 		$2.83M Buy
37,797
+534
+1% +$39K 0.13% 127
2024
Q1 		$2.74M Buy
37,263
+740
+2% +$52.2K 0.14% 128
2023
Q4 		$2.52M Buy
36,523
+1,463
+4% +$95.3K 0.15% 116
2023
Q3 		$2.23M Buy
35,060
+718
+2% +$47.2K 0.14% 121
2023
Q2 		$2.28M Buy
34,342
+3,329
+11% +$214K 0.14% 112
2023
Q1 		$1.97M Buy
31,013
+611
+2% +$38.2K 0.13% 115
2022
Q4 		$1.82M Sell
30,402
-481
-2% -$28.5K 0.13% 123
2022
Q3 		$1.71M Buy
30,883
+240
+0.8% +$14.6K 0.13% 125
2022
Q2 		$1.83M Sell
30,643
-324
-1% -$20.6K 0.13% 119
2022
Q1 		$2.13M Buy
30,967
+182
+0.6% +$12.6K 0.12% 119
2021
Q4 		$2.24M Sell
30,785
-1,567
-5% -$113K 0.13% 112
2021
Q3 		$2.26M Sell
32,352
-1,267
-4% -$90.2K 0.15% 104
2021
Q2 		$2.38M Sell
33,619
-3,681
-10% -$256K 0.17% 105
2021
Q1 		$2.5M Sell
37,300
-1,891
-5% -$125K 0.2% 92
2020
Q4 		$2.52M Sell
39,191
-1,672
-4% -$102K 0.23% 88
2020
Q3 		$2.37M Buy
40,863
+1,364
+3% +$78.7K 0.25% 84
2020
Q2 		$2.17M Buy
+39,499
New +$2.06M 0.27% 82

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

SteelPeak Wealth's AOA Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.5% in Q2 2026, buying an estimated $149K and bringing the position to 46,498 shares worth $4.54M. The position accounts for 0.12% of the portfolio, ranked #135.

SteelPeak Wealth first reported a position in AOA in Q2 2020 and has held it in 25 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • SteelPeak Wealth held 46,498 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.54M as of Q2 2026.
  • SteelPeak Wealth bought 1,560 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $149K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of SteelPeak Wealth's portfolio in Q2 2026, its #135 holding.
  • SteelPeak Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2020 and has held it in 25 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.