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

TL Private 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 		$216K Sell
2,231
-405
-15% -$38.6K 0.08% 47
2026
Q1 		$241K Buy
2,636
+74
+3% +$6.74K 0.1% 39
2025
Q4 		$234K Sell
2,562
-30
-1% -$2.67K 0.09% 43
2025
Q3 		$227K Sell
2,592
-163
-6% -$13.9K 0.09% 40
2025
Q2 		$228K Buy
+2,755
New +$215K 0.09% 43
2025
Q1 		– Sell
-2,682
Closed -$207K – 42
2024
Q4 		$207K Sell
2,682
-394
-13% -$30.9K 0.09% 43
2024
Q3 		$239K Buy
3,076
+129
+4% +$9.8K 0.11% 41
2024
Q2 		$227K Buy
2,947
+57
+2% +$4.17K 0.1% 43
2024
Q1 		$211K Sell
2,890
-35
-1% -$2.47K 0.1% 39
2023
Q4 		$202K Buy
+2,925
New +$191K 0.1% 44

Other funds holding AOA

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

TL Private Wealth's AOA Position: Q2 2026 in Review

TL Private Wealth reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 15% in Q2 2026, selling an estimated $38.6K and leaving 2,231 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #47.

TL Private Wealth first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. The position peaked at $241K in Q1 2026. 130 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • TL Private Wealth held 2,231 shares of iShares Core 80/20 Aggressive Allocation ETF worth $216K as of Q2 2026.
  • TL Private Wealth sold 405 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $38.6K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of TL Private Wealth's portfolio in Q2 2026, its #47 holding.
  • TL Private Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • TL Private Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $241K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.