Trivium Point Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Trivium Point Advisory's AOA Position: Q2 2026 in Review

Trivium Point Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 20% in Q2 2026, buying an estimated $90.7K and bringing the position to 5,761 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #243.

Trivium Point Advisory first reported a position in AOA in Q4 2018 and has held it in 31 quarters since. The position peaked at $713K in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

• Trivium Point Advisory held 5,761 shares of iShares Core 80/20 Aggressive Allocation ETF worth $562K as of Q2 2026.
• Trivium Point Advisory bought 951 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $90.7K.
• iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of Trivium Point Advisory's portfolio in Q2 2026, its #243 holding.
• Trivium Point Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 31 quarters since.
• Trivium Point Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $713K in Q4 2025.
• 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.