Western Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Western Wealth Management’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	$8.84M	Buy	90,624 +5,589	+7%	+$533K	0.29%	62
2026 Q1	$7.52M	Buy	85,035 +7,211	+9%	+$657K	0.29%	64
2025 Q4	$6.97M	Buy	77,824 +72,858	+1,467%	+$6.49M	0.32%	56
2025 Q3	$438K	Sell	4,966 -1	-0%	-$85	0.02%	475
2025 Q2	$414K	Buy	4,967 +14	+0.3%	+$1.09K	0.02%	467
2025 Q1	$379K	Sell	4,953 -4,231	-46%	-$330K	0.03%	456
2024 Q4	$704K	Buy	9,184 +85	+0.9%	+$6.66K	0.04%	370
2024 Q3	$718K	Buy	9,099 +3,915	+76%	+$297K	0.04%	364
2024 Q2	$388K	Buy	5,184 +1	+0%	+$73	0.03%	426
2024 Q1	$381K	Sell	5,183 -3,746	-42%	-$264K	0.03%	433
2023 Q4	$617K	Buy	8,929 +110	+1%	+$7.17K	0.04%	362
2023 Q3	$560K	Buy	8,819 +2,232	+34%	+$147K	0.05%	365
2023 Q2	$437K	Sell	6,587 -40	-0.6%	-$2.57K	0.04%	407
2023 Q1	$421K	Sell	6,627 -283	-4%	-$17.7K	0.04%	411
2022 Q4	$413K	Sell	6,910 -6,634	-49%	-$393K	0.04%	380
2022 Q3	$751K	Sell	13,544 -3,710	-22%	-$225K	0.04%	380
2022 Q2	$1.03M	Buy	17,254 +262	+2%	+$16.7K	0.06%	296
2022 Q1	$1.17M	Buy	16,992 +8,497	+100%	+$588K	0.06%	311
2021 Q4	$619K	Buy	+8,495	New	+$612K	0.06%	288
2021 Q2	$792K	Buy	11,192 +249	+2%	+$17.3K	0.08%	252
2021 Q1	$732K	Buy	10,943 +1,969	+22%	+$130K	0.1%	207
2020 Q4	$576K	Sell	8,974 -33	-0.4%	-$2.02K	0.08%	228
2020 Q3	$523K	Sell	9,007 -855	-9%	-$49.3K	0.09%	228
2020 Q2	$541K	Buy	9,862 +137	+1%	+$7.13K	0.1%	211
2020 Q1	$461K	Sell	9,725 -30,504	-76%	-$1.67M	0.11%	193
2019 Q4	$2.33M	Buy	40,229 +911	+2%	+$51.3K	0.35%	58
2019 Q3	$2.16M	Buy	39,318 +967	+3%	+$52.7K	0.45%	49
2019 Q2	$2.12M	Buy	38,351 +4,633	+14%	+$250K	0.28%	76
2019 Q1	$1.8M	Buy	33,718 +25,041	+289%	+$1.3M	0.4%	57
2018 Q4	$423K	Buy	+8,677	New	+$444K	0.11%	200

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

Western Wealth Management's AOA Position: Q2 2026 in Review

Western Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.6% in Q2 2026, buying an estimated $533K and bringing the position to 90,624 shares worth $8.84M. The position accounts for 0.29% of the portfolio, ranked #62.

Western Wealth Management first reported a position in AOA in Q4 2018 and has held it in 30 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Western Wealth Management held 90,624 shares of iShares Core 80/20 Aggressive Allocation ETF worth $8.84M as of Q2 2026.
Western Wealth Management bought 5,589 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $533K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.29% of Western Wealth Management's portfolio in Q2 2026, its #62 holding.
Western Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 30 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.