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
Q3
$336K Buy
3,454
+545
+19% +$53.4K 0.14% 78
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: Q3 2026 in Review

tru Independence increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 19% in Q3 2026, buying an estimated $53.4K and bringing the position to 3,454 shares worth $336K. The position accounts for 0.14% of the portfolio, ranked #78.

tru Independence first reported a position in AOA in Q2 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • tru Independence held 3,454 shares of iShares Core 80/20 Aggressive Allocation ETF worth $336K as of Q3 2026.
  • tru Independence bought 545 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $53.4K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.14% of tru Independence's portfolio in Q3 2026, its #78 holding.
  • tru Independence first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.