Valmark Advisers’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $645K | Buy |
6,605
+6
| +0.1% | +$572 | 0.01% | 451 |
|
|
2026
Q1 | $584K | Buy |
6,599
+1,316
| +25% | +$120K | 0.01% | 437 |
|
|
2025
Q4 | $473K | Sell |
5,283
-4,870
| -48% | -$434K | 0.01% | 453 |
|
|
2025
Q3 | $895K | Buy |
10,153
+153
| +2% | +$13K | 0.01% | 348 |
|
|
2025
Q2 | $834K | Buy |
10,000
+340
| +4% | +$26.6K | 0.01% | 364 |
|
|
2025
Q1 | $739K | Buy |
9,660
+173
| +2% | +$13.5K | 0.01% | 364 |
|
|
2024
Q4 | $727K | Sell |
9,487
-7
| -0.1% | -$548 | 0.01% | 361 |
|
|
2024
Q3 | $749K | Buy |
9,494
+163
| +2% | +$12.4K | 0.01% | 356 |
|
|
2024
Q2 | $698K | Buy |
9,331
+115
| +1% | +$8.41K | 0.01% | 341 |
|
|
2024
Q1 | $677K | Buy |
9,216
+660
| +8% | +$46.6K | 0.01% | 331 |
|
|
2023
Q4 | $591K | Buy |
8,556
+15
| +0.2% | +$977 | 0.01% | 325 |
|
|
2023
Q3 | $542K | Buy |
8,541
+247
| +3% | +$16.2K | 0.01% | 313 |
|
|
2023
Q2 | $550K | Buy |
8,294
+35
| +0.4% | +$2.25K | 0.01% | 314 |
|
|
2023
Q1 | $525K | Buy |
8,259
+536
| +7% | +$33.5K | 0.01% | 311 |
|
|
2022
Q4 | $461K | Buy |
7,723
+25
| +0.3% | +$1.48K | 0.01% | 321 |
|
|
2022
Q3 | $427K | Buy |
7,698
+242
| +3% | +$14.7K | 0.01% | 304 |
|
|
2022
Q2 | $447K | Sell |
7,456
-76
| -1% | -$4.84K | 0.01% | 305 |
|
|
2022
Q1 | $519K | Sell |
7,532
-964
| -11% | -$66.7K | 0.01% | 296 |
|
|
2021
Q4 | $619K | Buy |
8,496
+1,010
| +13% | +$72.8K | 0.01% | 260 |
|
|
2021
Q3 | $523K | Buy |
7,486
+215
| +3% | +$15.3K | 0.01% | 274 |
|
|
2021
Q2 | $514K | Sell |
7,271
-234
| -3% | -$16.3K | 0.01% | 281 |
|
|
2021
Q1 | $502K | Sell |
7,505
-633
| -8% | -$41.8K | 0.01% | 274 |
|
|
2020
Q4 | $522K | Hold |
8,138
| – | – | 0.01% | 257 |
|
|
2020
Q3 | $472K | Buy |
8,138
+100
| +1% | +$5.77K | 0.01% | 185 |
|
|
2020
Q2 | $441K | Sell |
8,038
-1,595
| -17% | -$83K | 0.01% | 178 |
|
|
2020
Q1 | $457K | Sell |
9,633
-210
| -2% | -$11.5K | 0.01% | 152 |
|
|
2019
Q4 | $571K | Sell |
9,843
-190
| -2% | -$10.7K | 0.01% | 147 |
|
|
2019
Q3 | $551K | Hold |
10,033
| – | – | 0.01% | 147 |
|
|
2019
Q2 | $553K | Sell |
10,033
-400
| -4% | -$21.6K | 0.01% | 135 |
|
|
2019
Q1 | $558K | Sell |
10,433
-1,399
| -12% | -$72.5K | 0.01% | 131 |
|
|
2018
Q4 | $574K | Buy |
11,832
+366
| +3% | +$18.7K | 0.01% | 119 |
|
|
2018
Q3 | $626K | Sell |
11,466
-1,130
| -9% | -$61.2K | 0.01% | 113 |
|
|
2018
Q2 | $673K | Sell |
12,596
-4,206
| -25% | -$226K | 0.01% | 104 |
|
|
2018
Q1 | $899K | Buy |
16,802
+358
| +2% | +$19.5K | 0.02% | 84 |
|
|
2017
Q4 | $886K | Buy |
+16,444
| New | +$898K | 0.02% | 84 |
|
Other funds holding AOA
JSA
EIG
FIA
WA
Valmark Advisers's AOA Position: Q2 2026 in Review
Valmark Advisers increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.09% in Q2 2026, buying an estimated $572 and bringing the position to 6,605 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #451.
Valmark Advisers first reported a position in AOA in Q4 2017 and has held it in 35 quarters since. The position peaked at $899K in Q1 2018. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Valmark Advisers held 6,605 shares of iShares Core 80/20 Aggressive Allocation ETF worth $645K as of Q2 2026.
- Valmark Advisers bought 6 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $572.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #451 holding.
- Valmark Advisers first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's iShares Core 80/20 Aggressive Allocation ETF position peaked at $899K in Q1 2018.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.