Topel & Distasi Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Topel & Distasi Wealth Management's AOA Position: Q2 2026 in Review
Topel & Distasi Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 7,383 shares worth $721K. The position accounts for 0.35% of the portfolio, ranked #38.
Topel & Distasi Wealth Management first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Topel & Distasi Wealth Management held 7,383 shares of iShares Core 80/20 Aggressive Allocation ETF worth $721K as of Q2 2026.
- Topel & Distasi Wealth Management bought 108 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $10.3K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.35% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #38 holding.
- Topel & Distasi Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
- 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.