Truist Financial
AOA icon

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
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Truist Financial's AOA Position: Q1 2026 in Review

Truist Financial sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 4,127 shares — an estimated $370K sold.

Truist Financial first reported a position in AOA in Q4 2020 and held it in 14 quarters. The position peaked at $430K in Q4 2020. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Truist Financial reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 4,127 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $370K.
  • Truist Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 14 quarters.
  • Truist Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $430K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.