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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
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

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Unique Wealth's AOA Position: Q2 2026 in Review

Unique Wealth reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8.1% in Q2 2026, selling an estimated $488K and leaving 57,776 shares worth $5.64M. The position accounts for 0.66% of the portfolio, ranked #39.

Unique Wealth first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.39M in Q2 2025. 191 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Unique Wealth held 57,776 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.64M as of Q2 2026.
  • Unique Wealth sold 5,112 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $488K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.66% of Unique Wealth's portfolio in Q2 2026, its #39 holding.
  • Unique Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • Unique Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.39M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.