Wealth Enhancement Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wealth Enhancement Advisory Services’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	$2.35M	Sell	24,106 -3,144	-12%	-$300K	﹤0.01%	1473
2026 Q1	$2.42M	Sell	27,250 -14,919	-35%	-$1.36M	﹤0.01%	1288
2025 Q4	$3.84M	Sell	42,169 -1,664	-4%	-$148K	0.01%	1156
2025 Q3	$3.87M	Sell	43,833 -1,352	-3%	-$115K	0.01%	1084
2025 Q2	$3.77M	Sell	45,185 -15,382	-25%	-$1.2M	0.01%	1029
2025 Q1	$4.63M	Sell	60,567 -2,080	-3%	-$162K	0.01%	864
2024 Q4	$4.8M	Buy	62,647 +28,870	+85%	+$2.26M	0.01%	812
2024 Q3	$2.67M	Buy	33,777 +1,391	+4%	+$106K	0.01%	945
2024 Q2	$2.42M	Sell	32,386 -5,257	-14%	-$384K	0.01%	914
2024 Q1	$2.77M	Sell	37,643 -7,858	-17%	-$555K	0.01%	829
2023 Q4	$3.14M	Buy	45,501 +1,877	+4%	+$122K	0.01%	750
2023 Q3	$2.77M	Buy	+43,624	New	+$2.87M	0.01%	751

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

Wealth Enhancement Advisory Services's AOA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q2 2026, selling an estimated $300K and leaving 24,106 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Wealth Enhancement Advisory Services first reported a position in AOA in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q4 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Wealth Enhancement Advisory Services held 24,106 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.35M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,144 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $300K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1473 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4.8M in Q4 2024.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.