Strategic Advocates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Strategic Advocates’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	$29.9K	Sell	306 -475	-61%	-$45.3K	0.12%	112
2026 Q1	$69.1K	Sell	781 -23,727	-97%	-$2.16M	0.31%	62
2025 Q4	$2.21M	Sell	24,508 -699	-3%	-$62.2K	0.56%	32
2025 Q3	$2.22M	Buy	25,207 +625	+3%	+$53.2K	0.58%	30
2025 Q2	$2.05M	Buy	24,582 +621	+3%	+$48.6K	0.61%	30
2025 Q1	$1.83M	Sell	23,961 -153	-0.6%	-$11.9K	0.64%	29
2024 Q4	$1.85M	Sell	24,114 -1,361	-5%	-$107K	0.62%	29
2024 Q3	$2.01M	Buy	25,475 +1,556	+7%	+$118K	0.72%	26
2024 Q2	$1.79M	Sell	23,919 -917	-4%	-$67K	0.71%	26
2024 Q1	$1.82M	Buy	24,836 +919	+4%	+$64.9K	0.7%	30
2023 Q4	$1.65M	Buy	23,917 +1,349	+6%	+$87.9K	0.7%	30
2023 Q3	$1.43M	Buy	+22,568	New	+$1.48M	0.67%	29

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

Strategic Advocates's AOA Position: Q2 2026 in Review

Strategic Advocates reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 61% in Q2 2026, selling an estimated $45.3K and leaving 306 shares worth $29.9K. The position accounts for 0.12% of the portfolio, ranked #112.

Strategic Advocates first reported a position in AOA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Strategic Advocates held 306 shares of iShares Core 80/20 Aggressive Allocation ETF worth $29.9K as of Q2 2026.
Strategic Advocates sold 475 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $45.3K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Strategic Advocates's portfolio in Q2 2026, its #112 holding.
Strategic Advocates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 12 quarters since.
Strategic Advocates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.22M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.