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 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 $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Advocates's AOA Position: Q1 2026 in Review

Strategic Advocates reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 97% in Q1 2026, selling an estimated $2.16M and leaving 781 shares worth $69.1K. The position accounts for 0.31% of the portfolio, ranked #62.

Strategic Advocates first reported a position in AOA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Strategic Advocates held 781 shares of iShares Core 80/20 Aggressive Allocation ETF worth $69.1K as of Q1 2026.
Strategic Advocates sold 23,727 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $2.16M.
iShares Core 80/20 Aggressive Allocation ETF made up 0.31% of Strategic Advocates's portfolio in Q1 2026, its #62 holding.
Strategic Advocates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.22M in Q3 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.