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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
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

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

Weaver Consulting Group's AOA Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 13% in Q2 2026, buying an estimated $676K and bringing the position to 61,364 shares worth $5.99M. The position accounts for 1.23% of the portfolio, ranked #17.

Weaver Consulting Group first reported a position in AOA in Q1 2019 and has held it in 30 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Weaver Consulting Group held 61,364 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.99M as of Q2 2026.
  • Weaver Consulting Group bought 7,084 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $676K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 1.23% of Weaver Consulting Group's portfolio in Q2 2026, its #17 holding.
  • Weaver Consulting Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and has held it in 30 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.