TL Private Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
TL Private Wealth's AOA Position: Q3 2026 in Review
TL Private Wealth increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.5% in Q3 2026, buying an estimated $3.33K and bringing the position to 2,265 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #50.
TL Private Wealth first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $241K in Q1 2026. 211 funds tracked by Wall St. Rank hold AOA as of Q3 2026.
- TL Private Wealth held 2,265 shares of iShares Core 80/20 Aggressive Allocation ETF worth $222K as of Q3 2026.
- TL Private Wealth bought 34 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $3.33K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of TL Private Wealth's portfolio in Q3 2026, its #50 holding.
- TL Private Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
- TL Private Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $241K in Q1 2026.
- 211 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.
Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.