Twelve Points Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Twelve Points Wealth Management's AOA Position: Q2 2026 in Review
Twelve Points Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.7% in Q2 2026, buying an estimated $32.1K and bringing the position to 4,704 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #140.
Twelve Points Wealth Management 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.
- Twelve Points Wealth Management held 4,704 shares of iShares Core 80/20 Aggressive Allocation ETF worth $459K as of Q2 2026.
- Twelve Points Wealth Management bought 337 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $32.1K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Twelve Points Wealth Management's portfolio in Q2 2026, its #140 holding.
- Twelve Points Wealth Management 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 Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.