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World Equity Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

World Equity 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 		$1.07M Buy
10,989
+80
+0.7% +$7.63K 0.24% 91
2026
Q1 		$965K Buy
10,909
+85
+0.8% +$7.74K 0.25% 95
2025
Q4 		$969K Sell
10,824
-1,517
-12% -$135K 0.27% 84
2025
Q3 		$1.09M Buy
12,341
+310
+3% +$26.4K 0.25% 88
2025
Q2 		$1M Buy
12,031
+2,795
+30% +$219K 0.27% 79
2025
Q1 		$707K Buy
9,236
+932
+11% +$72.6K 0.2% 109
2024
Q4 		$636K Buy
8,304
+1,280
+18% +$100K 0.14% 158
2024
Q3 		$554K Sell
7,024
-2,393
-25% -$182K 0.2% 115
2024
Q2 		$704K Buy
9,417
+427
+5% +$31.2K 0.21% 127
2024
Q1 		$660K Sell
8,990
-276
-3% -$19.5K 0.14% 156
2023
Q4 		$640K Buy
9,266
+997
+12% +$65K 0.13% 163
2023
Q3 		$525K Buy
8,269
+609
+8% +$40K 0.11% 195
2023
Q2 		$508K Buy
7,660
+4,695
+158% +$302K 0.15% 180
2023
Q1 		$349K Sell
2,965
-4,498
-60% -$281K 0.05% 340
2022
Q4 		$446K Buy
7,463
+88
+1% +$5.21K 0.11% 192
2022
Q3 		$409K Sell
7,375
-83
-1% -$5.04K 0.1% 193
2022
Q2 		$447K Buy
7,458
+517
+7% +$32.9K 0.11% 198
2022
Q1 		$479K Buy
+6,941
New +$480K 0.1% 213

Other funds holding AOA

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SFG
Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

World Equity Group's AOA Position: Q2 2026 in Review

World Equity Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.73% in Q2 2026, buying an estimated $7.63K and bringing the position to 10,989 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #91.

World Equity Group first reported a position in AOA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2025. 91 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • World Equity Group held 10,989 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.07M as of Q2 2026.
  • World Equity Group bought 80 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $7.63K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.24% of World Equity Group's portfolio in Q2 2026, its #91 holding.
  • World Equity Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.09M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.