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Westmount Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Westmount Partners’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 		$3.72M Buy
38,147
+915
+2% +$87.3K 0.81% 21
2026
Q1 		$3.29M Buy
37,232
+872
+2% +$79.4K 0.81% 22
2025
Q4 		$3.26M Sell
36,360
-2,015
-5% -$179K 0.81% 21
2025
Q3 		$3.39M Buy
38,375
+14,045
+58% +$1.2M 0.88% 24
2025
Q2 		$2.03M Buy
24,330
+325
+1% +$25.4K 0.56% 42
2025
Q1 		$1.84M Buy
24,005
+1,772
+8% +$138K 0.56% 42
2024
Q4 		$1.7M Buy
22,233
+1,967
+10% +$154K 0.52% 41
2024
Q3 		$1.6M Sell
20,266
-331
-2% -$25.1K 0.48% 43
2024
Q2 		$1.54M Buy
20,597
+50
+0.2% +$3.65K 0.51% 43
2024
Q1 		$1.51M Buy
20,547
+1,697
+9% +$120K 0.54% 39
2023
Q4 		$1.3M Buy
18,850
+2,659
+16% +$173K 0.53% 39
2023
Q3 		$1.03M Buy
16,191
+298
+2% +$19.6K 0.45% 45
2023
Q2 		$1.05M Buy
15,893
+3,182
+25% +$205K 0.46% 44
2023
Q1 		$808K Buy
12,711
+75
+0.6% +$4.68K 0.37% 57
2022
Q4 		$755K Buy
+12,636
New +$748K 0.39% 61

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

Westmount Partners's AOA Position: Q2 2026 in Review

Westmount Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.5% in Q2 2026, buying an estimated $87.3K and bringing the position to 38,147 shares worth $3.72M. The position accounts for 0.81% of the portfolio, ranked #21.

Westmount Partners first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Westmount Partners held 38,147 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.72M as of Q2 2026.
  • Westmount Partners bought 915 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $87.3K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.81% of Westmount Partners's portfolio in Q2 2026, its #21 holding.
  • Westmount Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.