Truist Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Truist Financial’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	$219K	Buy	+2,240	New	+$214K	﹤0.01%	2733
2026 Q1	–	Sell	-4,127	Closed	-$370K	–	2795
2025 Q4	$370K	Buy	4,127 +830	+25%	+$73.9K	﹤0.01%	2209
2025 Q3	$291K	Buy	3,297 +410	+14%	+$34.9K	﹤0.01%	2336
2025 Q2	$241K	Buy	2,887 +61	+2%	+$4.77K	﹤0.01%	2321
2025 Q1	$216K	Sell	2,826 -18	-0.6%	-$1.4K	﹤0.01%	2327
2024 Q4	$218K	Sell	2,844 -120	-4%	-$9.4K	﹤0.01%	2345
2024 Q3	$234K	Buy	2,964 +120	+4%	+$9.12K	﹤0.01%	2272
2024 Q2	$213K	Sell	2,844 -100	-3%	-$7.31K	﹤0.01%	2472
2024 Q1	$216K	Buy	+2,944	New	+$208K	﹤0.01%	2456
2022 Q4	–	Sell	-6,808	Closed	-$377K	–	2560
2022 Q3	$377K	Buy	+6,808	New	+$414K	﹤0.01%	1973
2022 Q2	–	Sell	-3,301	Closed	-$228K	–	2629
2022 Q1	$228K	Sell	3,301 -515	-13%	-$35.6K	﹤0.01%	2469
2021 Q4	$278K	Buy	3,816 +776	+26%	+$55.9K	﹤0.01%	2405
2021 Q3	$212K	Sell	3,040 -240	-7%	-$17.1K	﹤0.01%	2531
2021 Q2	$232K	Buy	+3,280	New	+$228K	﹤0.01%	2513
2021 Q1	–	Sell	-6,703	Closed	-$430K	–	2623
2020 Q4	$430K	Buy	+6,703	New	+$410K	﹤0.01%	1929

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

Truist Financial's AOA Position: Q2 2026 in Review

Truist Financial opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,240 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2733 among its holdings. This is a return to the name: Truist Financial previously reported a position in AOA as recently as Q4 2025.

Truist Financial first reported a position in AOA in Q4 2020 and has held it in 15 quarters since. The position peaked at $430K in Q4 2020. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Truist Financial held 2,240 shares of iShares Core 80/20 Aggressive Allocation ETF worth $219K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Truist Financial position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2733 holding.
Truist Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 15 quarters since.
Truist Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $430K in Q4 2020.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.