VWA
AOA icon

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

Visionary Wealth Advisors’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 		$2.04M Buy
20,851
+290
+1% +$27.7K 0.08% 208
2026
Q1 		$1.82M Sell
20,561
-601
-3% -$54.7K 0.08% 202
2025
Q4 		$1.9M Buy
21,162
+1,127
+6% +$100K 0.09% 203
2025
Q3 		$1.77M Buy
20,035
+313
+2% +$26.7K 0.08% 212
2025
Q2 		$1.64M Buy
19,722
+10
+0.1% +$782 0.08% 215
2025
Q1 		$1.51M Buy
19,712
+258
+1% +$20.1K 0.09% 203
2024
Q4 		$1.49M Sell
19,454
-1,274
-6% -$99.8K 0.09% 203
2024
Q3 		$1.64M Sell
20,728
-437
-2% -$33.2K 0.1% 197
2024
Q2 		$1.58M Sell
21,165
-2,104
-9% -$154K 0.1% 194
2024
Q1 		$1.71M Sell
23,269
-18
-0.1% -$1.27K 0.12% 182
2023
Q4 		$1.61M Sell
23,287
-575
-2% -$37.5K 0.12% 176
2023
Q3 		$1.52M Buy
23,862
+1,121
+5% +$73.7K 0.12% 172
2023
Q2 		$1.51M Buy
22,741
+992
+5% +$63.8K 0.12% 168
2023
Q1 		$1.38M Sell
21,749
-3,619
-14% -$226K 0.12% 169
2022
Q4 		$1.52M Sell
25,368
-3,141
-11% -$186K 0.14% 140
2022
Q3 		$1.58M Buy
28,509
+1,104
+4% +$67.1K 0.16% 128
2022
Q2 		$1.64M Buy
27,405
+442
+2% +$28.1K 0.15% 130
2022
Q1 		$1.86M Sell
26,963
-26
-0.1% -$1.8K 0.15% 132
2021
Q4 		$1.97M Sell
26,989
-125
-0.5% -$9.01K 0.16% 125
2021
Q3 		$1.89M Sell
27,114
-474
-2% -$33.8K 0.19% 103
2021
Q2 		$1.95M Sell
27,588
-2,778
-9% -$193K 0.2% 106
2021
Q1 		$2.03M Sell
30,366
-5,991
-16% -$396K 0.21% 109
2020
Q4 		$2.33M Buy
36,357
+156
+0.4% +$9.54K 0.26% 89
2020
Q3 		$2.1M Buy
36,201
+290
+0.8% +$16.7K 0.3% 84
2020
Q2 		$1.97M Buy
35,911
+1,353
+4% +$70.4K 0.3% 85
2020
Q1 		$1.64M Buy
34,558
+793
+2% +$43.4K 0.31% 83
2019
Q4 		$1.96M Buy
+33,765
New +$1.9M 0.35% 69

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Visionary Wealth Advisors's AOA Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q2 2026, buying an estimated $27.7K and bringing the position to 20,851 shares worth $2.04M. The position accounts for 0.08% of the portfolio, ranked #208.

Visionary Wealth Advisors first reported a position in AOA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.33M in Q4 2020. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Visionary Wealth Advisors held 20,851 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.04M as of Q2 2026.
  • Visionary Wealth Advisors bought 290 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $27.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of Visionary Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.33M in Q4 2020.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.