TRUE Private Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

TRUE Private Wealth Advisors’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$866K	Buy	8,872 +657	+8%	+$62.7K	0.07%	137
2026 Q1	$727K	Sell	8,215 -2,004	-20%	-$183K	0.07%	137
2025 Q4	$915K	Sell	10,219 -219	-2%	-$19.5K	0.09%	124
2025 Q3	$920K	Sell	10,438 -2,436	-19%	-$207K	0.09%	121
2025 Q2	$1.07M	Sell	12,874 -622	-5%	-$48.6K	0.12%	108
2025 Q1	$1.03M	Sell	13,496 -2,456	-15%	-$191K	0.13%	94
2024 Q4	$1.22M	Sell	15,952 -224	-1%	-$17.5K	0.15%	86
2024 Q3	$1.28M	Buy	16,176 +489	+3%	+$37.2K	0.15%	82
2024 Q2	$1.17M	Buy	15,687 +431	+3%	+$31.5K	0.13%	89
2024 Q1	$1.12M	Sell	15,256 -45	-0.3%	-$3.18K	0.13%	89
2023 Q4	$1.06M	Buy	15,301 +4,061	+36%	+$265K	0.13%	92
2023 Q3	$714K	Sell	11,240 -17,069	-60%	-$1.12M	0.1%	114
2023 Q2	$1.88M	Buy	28,309 +1,390	+5%	+$89.4K	0.28%	60
2023 Q1	$1.71M	Sell	26,919 -1,594	-6%	-$99.5K	0.25%	59
2022 Q4	$1.7M	Buy	28,513 +22,430	+369%	+$1.33M	0.26%	53
2022 Q3	$337K	Buy	6,083 +764	+14%	+$46.4K	0.05%	140
2022 Q2	$318K	Sell	5,319 -6,810	-56%	-$433K	0.05%	153
2022 Q1	$796K	Buy	12,129 +3,051	+34%	+$211K	0.11%	95
2021 Q4	$661K	Buy	+9,078	New	+$654K	0.09%	129
2021 Q1	–	Sell	-1,554	Closed	-$99K	–	255
2020 Q4	$99K	Sell	1,554 -1,066	-41%	-$65.2K	0.02%	277
2020 Q3	$152K	Sell	2,620 -467	-15%	-$26.9K	0.03%	207
2020 Q2	$169K	Sell	3,087 -1,168	-27%	-$60.8K	0.03%	189
2020 Q1	$201K	Buy	4,255 +3,183	+297%	+$174K	0.04%	148
2019 Q4	$62K	Buy	+1,072	New	+$60.4K	0.01%	341
2019 Q3	–	Sell	-1,008	Closed	-$55K	–	236
2019 Q2	$55K	Buy	+1,008	New	+$54.5K	0.01%	328
2018 Q4	–	Sell	-393	Closed	-$21.5K	–	265
2018 Q3	$21.5K	Buy	+393	New	+$21.3K	﹤0.01%	592

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

TRUE Private Wealth Advisors's AOA Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8% in Q2 2026, buying an estimated $62.7K and bringing the position to 8,872 shares worth $866K. The position accounts for 0.07% of the portfolio, ranked #137.

TRUE Private Wealth Advisors first reported a position in AOA in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.88M in Q2 2023. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

TRUE Private Wealth Advisors held 8,872 shares of iShares Core 80/20 Aggressive Allocation ETF worth $866K as of Q2 2026.
TRUE Private Wealth Advisors bought 657 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $62.7K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #137 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2018 and has held it in 26 quarters since.
TRUE Private Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.88M in Q2 2023.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.