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Wealthedge Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wealthedge Investment 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 		$1.34M Sell
13,708
-1,437
-9% -$137K 0.46% 56
2026
Q1 		$1.34M Buy
15,145
+318
+2% +$29K 0.49% 50
2025
Q4 		$1.33M Buy
14,827
+412
+3% +$36.7K 0.49% 59
2025
Q3 		$1.27M Buy
14,415
+831
+6% +$70.8K 0.48% 61
2025
Q2 		$1.13M Buy
13,584
+1,680
+14% +$131K 0.47% 63
2025
Q1 		$911K Sell
11,904
-1,166
-9% -$90.8K 0.41% 62
2024
Q4 		$1M Buy
+13,070
New +$1.02M 0.45% 60

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

Wealthedge Investment Advisors's AOA Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 9.5% in Q2 2026, selling an estimated $137K and leaving 13,708 shares worth $1.34M. The position accounts for 0.46% of the portfolio, ranked #56.

Wealthedge Investment Advisors first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2026. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Wealthedge Investment Advisors held 13,708 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.34M as of Q2 2026.
  • Wealthedge Investment Advisors sold 1,437 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $137K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.46% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Wealthedge Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.34M in Q1 2026.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.