Vise Technologies’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Vise Technologies’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	$498K	Buy	5,098 +86	+2%	+$8.2K	0.01%	1160
2026 Q1	$449K	Hold	5,012	–	–	0.01%	924
2025 Q4	$449K	Buy	5,012 +752	+18%	+$67K	0.01%	930
2025 Q3	$375K	Buy	+4,260	New	+$363K	0.01%	801

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

Vise Technologies's AOA Position: Q2 2026 in Review

Vise Technologies increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.7% in Q2 2026, buying an estimated $8.2K and bringing the position to 5,098 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1160.

Vise Technologies first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Vise Technologies held 5,098 shares of iShares Core 80/20 Aggressive Allocation ETF worth $498K as of Q2 2026.
Vise Technologies bought 86 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $8.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1160 holding.
Vise Technologies first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.