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Weaver Consulting Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Weaver Consulting Group’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
Q3 		$5.97M Buy
61,369
+5
+0% +$490 1.16% 20
2026
Q2 		$5.99M Buy
61,364
+7,084
+13% +$676K 1.23% 17
2026
Q1 		$4.8M Buy
54,280
+8,825
+19% +$804K 1.14% 20
2025
Q4 		$4.07M Buy
45,455
+3,668
+9% +$327K 1% 24
2025
Q3 		$3.68M Buy
41,787
+581
+1% +$49.5K 0.94% 29
2025
Q2 		$3.44M Buy
41,206
+1,613
+4% +$126K 0.95% 31
2025
Q1 		$3.03M Buy
39,593
+4,892
+14% +$381K 0.91% 27
2024
Q4 		$2.66M Buy
34,701
+327
+1% +$25.6K 0.82% 32
2024
Q3 		$2.71M Buy
34,374
+257
+0.8% +$19.5K 0.86% 30
2024
Q2 		$2.55M Sell
34,117
-141
-0.4% -$10.3K 0.89% 29
2024
Q1 		$2.52M Sell
34,258
-870
-2% -$61.4K 0.93% 27
2023
Q4 		$2.43M Sell
35,128
-1,525
-4% -$99.4K 0.99% 24
2023
Q3 		$2.33M Buy
36,653
+457
+1% +$30K 1.05% 23
2023
Q2 		$2.4M Sell
36,196
-1,693
-4% -$109K 1.06% 23
2023
Q1 		$2.41M Sell
37,889
-125
-0.3% -$7.81K 1.1% 22
2022
Q4 		$2.27M Sell
38,014
-4,617
-11% -$273K 1.16% 22
2022
Q3 		$2.36M Buy
42,631
+571
+1% +$34.7K 1.36% 17
2022
Q2 		$2.52M Buy
42,060
+1,802
+4% +$115K 1.41% 16
2022
Q1 		$2.77M Buy
40,258
+2,403
+6% +$166K 1.35% 18
2021
Q4 		$2.76M Buy
37,855
+5,058
+15% +$365K 1.33% 18
2021
Q3 		$2.29M Buy
32,797
+1,800
+6% +$128K 1.24% 20
2021
Q2 		$2.19M Sell
30,997
-383
-1% -$26.6K 1.23% 19
2021
Q1 		$2.1M Buy
31,380
+615
+2% +$40.6K 1.29% 19
2020
Q4 		$1.97M Buy
30,765
+895
+3% +$54.7K 1.23% 21
2020
Q3 		$1.73M Buy
29,870
+36
+0.1% +$2.08K 1% 19
2020
Q2 		$1.64M Sell
29,834
-431
-1% -$22.4K 0.95% 23
2020
Q1 		$1.44M Sell
30,265
-4,378
-13% -$240K 0.94% 24
2019
Q4 		$1.9M Buy
34,643
+2,513
+8% +$142K 1.02% 25
2019
Q3 		$1.76M Buy
32,130
+72
+0.2% +$3.92K 0.93% 26
2019
Q2 		$1.77M Sell
32,058
-1,917
-6% -$104K 0.96% 25
2019
Q1 		$1.84M Buy
+33,975
New +$1.76M 0.52% 35

Other funds holding AOA

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Weaver Consulting Group's AOA Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.01% in Q3 2026, buying an estimated $490 and bringing the position to 61,369 shares worth $5.97M. The position accounts for 1.16% of the portfolio, ranked #20.

Weaver Consulting Group first reported a position in AOA in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.99M in Q2 2026. 19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • Weaver Consulting Group held 61,369 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.97M as of Q3 2026.
  • Weaver Consulting Group bought 5 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $490.
  • iShares Core 80/20 Aggressive Allocation ETF made up 1.16% of Weaver Consulting Group's portfolio in Q3 2026, its #20 holding.
  • Weaver Consulting Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.99M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.