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

Thryve Wealth Management’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 		– Sell
-12,075
Closed -$1.07M – 39
2026
Q1 		$1.07M Buy
12,075
+96
+0.8% +$8.74K 0.71% 17
2025
Q4 		$1.07M Buy
+11,979
New +$1.07M 0.53% 29

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

Thryve Wealth Management's AOA Position: Q2 2026 in Review

Thryve Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 12,075 shares — an estimated $1.07M sold.

Thryve Wealth Management first reported a position in AOA in Q4 2025 and held it in 2 quarters. The position peaked at $1.07M in Q4 2025. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Thryve Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Thryve Wealth Management sold 12,075 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.07M.
  • Thryve Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and held it in 2 quarters.
  • Thryve Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.07M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.