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

Westshore Wealth’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	$316K	Hold	3,240	–	–	0.1%	78
2026 Q1	$287K	Buy	3,240 +85	+3%	+$7.74K	0.1%	84
2025 Q4	$283K	Buy	3,155 +251	+9%	+$22.3K	0.09%	76
2025 Q3	$256K	Sell	2,904 -1,779	-38%	-$151K	0.09%	80
2025 Q2	$391K	Hold	4,683	–	–	0.15%	59
2025 Q1	$358K	Buy	4,683 +92	+2%	+$7.17K	0.15%	61
2024 Q4	$352K	Buy	4,591 +1,024	+29%	+$80.2K	0.14%	60
2024 Q3	$281K	Sell	3,567 -141	-4%	-$10.7K	0.12%	69
2024 Q2	$277K	Buy	+3,708	New	+$271K	0.12%	70

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

Westshore Wealth's AOA Position: Q2 2026 in Review

Westshore Wealth held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 3,240 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #78.

Westshore Wealth first reported a position in AOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $391K in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Westshore Wealth held 3,240 shares of iShares Core 80/20 Aggressive Allocation ETF worth $316K as of Q2 2026.
Westshore Wealth left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.1% of Westshore Wealth's portfolio in Q2 2026, its #78 holding.
Westshore Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 9 quarters since.
Westshore Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $391K in Q2 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.