Unique Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Unique Wealth’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 Q3	$5.88M	Buy	60,479 +2,703	+5%	+$265K	0.67%	36
2026 Q2	$5.64M	Sell	57,776 -5,112	-8%	-$488K	0.66%	39
2026 Q1	$5.56M	Sell	62,888 -551	-0.9%	-$50.2K	0.77%	33
2025 Q4	$5.68M	Sell	63,439 -7,509	-11%	-$669K	0.79%	36
2025 Q3	$6.25M	Sell	70,948 -5,729	-7%	-$488K	0.92%	27
2025 Q2	$6.39M	Buy	76,677 +5,674	+8%	+$444K	1.03%	23
2025 Q1	$5.43M	Sell	71,003 -5,526	-7%	-$431K	1.03%	24
2024 Q4	$5.86M	Sell	76,529 -2,632	-3%	-$206K	1.22%	17
2024 Q3	$6.25M	Sell	79,161 -1	-0%	-$76	1.43%	12
2024 Q2	$5.92M	Buy	79,162 +8,560	+12%	+$626K	1.55%	15
2024 Q1	$5.19M	Buy	70,602 +3,375	+5%	+$238K	1.46%	14
2023 Q4	$4.64M	Buy	67,227 +791	+1%	+$51.5K	1.5%	14
2023 Q3	$4.22M	Sell	66,436 -1,803	-3%	-$118K	1.76%	13
2023 Q2	$4.53M	Buy	68,239 +1,674	+3%	+$108K	1.98%	12
2023 Q1	$4.23M	Buy	66,565 +3,204	+5%	+$200K	2.05%	12
2022 Q4	$3.79M	Buy	+63,361	New	+$3.75M	2.02%	12

Other funds holding AOA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $179M AUM 7.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Unique Wealth's AOA Position: Q3 2026 in Review

Unique Wealth increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.7% in Q3 2026, buying an estimated $265K and bringing the position to 60,479 shares worth $5.88M. The position accounts for 0.67% of the portfolio, ranked #36.

Unique Wealth first reported a position in AOA in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.39M in Q2 2025. 175 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Unique Wealth held 60,479 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.88M as of Q3 2026.
Unique Wealth bought 2,703 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $265K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.67% of Unique Wealth's portfolio in Q3 2026, its #36 holding.
Unique Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 16 quarters since.
Unique Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.39M in Q2 2025.
175 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.