tru Independence’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$284K Buy
2,909
+183
+7% +$17.5K 0.12% 86
2026
Q1
$241K Sell
2,726
-208
-7% -$18.9K 0.12% 87
2025
Q4
$263K Buy
2,934
+9
+0.3% +$801 0.07% 115
2025
Q3
$258K Hold
2,925
0.07% 114
2025
Q2
$244K Buy
+2,925
New +$229K 0.07% 113

Other funds holding AOA

tru Independence's AOA Position: Q2 2026 in Review

tru Independence increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,909 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #86.

tru Independence first reported a position in AOA in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • tru Independence held 2,909 shares of iShares Core 80/20 Aggressive Allocation ETF worth $284K as of Q2 2026.
  • tru Independence bought 183 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of tru Independence's portfolio in Q2 2026, its #86 holding.
  • tru Independence first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.