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 Q3	–	Sell	-10,989	Closed	-$1.07M	–	263
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $179M AUM 7.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

World Equity Group's AOA Position: Q3 2026 in Review

World Equity Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2026, closing a stake of 10,989 shares — an estimated $1.07M sold.

World Equity Group first reported a position in AOA in Q1 2022 and held it in 18 quarters. The position peaked at $1.09M in Q3 2025. 149 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

World Equity Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 10,989 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $1.07M.
World Equity Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and held it in 18 quarters.
World Equity Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.09M in Q3 2025.
149 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.