WAU
AOA icon

Wellington-Altus USA’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wellington-Altus USA’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 		– Sell
-1,261
Closed -$123K – 658
2026
Q1 		$123K Buy
1,261
+1,169
+1,271% +$106K 0.07% 214
2025
Q4 		$8.24K Buy
+92
New +$8.19K 0.01% 592

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

Wellington-Altus USA's AOA Position: Q2 2026 in Review

Wellington-Altus USA sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 1,261 shares — an estimated $123K sold.

Wellington-Altus USA first reported a position in AOA in Q4 2025 and held it in 2 quarters. The position peaked at $123K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Wellington-Altus USA reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 1,261 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $123K.
  • Wellington-Altus USA first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and held it in 2 quarters.
  • Wellington-Altus USA's iShares Core 80/20 Aggressive Allocation ETF position peaked at $123K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.