Valley National Advisers’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Valley National Advisers’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	$12.5K	Hold	128	–	–	﹤0.01%	593
2026 Q1	$11K	Hold	128	–	–	﹤0.01%	585
2025 Q4	$11K	Hold	128	–	–	﹤0.01%	582
2025 Q3	$11K	Buy	+128	New	+$10.9K	﹤0.01%	540
2022 Q3	–	Sell	-100	Closed	-$6K	–	906
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	636
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	639
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	639
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	616
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	621
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	582
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	576
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	531
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	546
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	536
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	578
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	581
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	528
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	552
2018 Q4	$5K	Buy	+100	New	+$5.11K	﹤0.01%	517

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

Valley National Advisers's AOA Position: Q2 2026 in Review

Valley National Advisers held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 128 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Valley National Advisers first reported a position in AOA in Q4 2018 and has held it in 19 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Valley National Advisers held 128 shares of iShares Core 80/20 Aggressive Allocation ETF worth $12.5K as of Q2 2026.
Valley National Advisers left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #593 holding.
Valley National Advisers first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 19 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.