Worth Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Worth Asset Management's AOA Position: Q2 2026 in Review
Worth Asset Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.59% in Q2 2026, buying an estimated $13.3K and bringing the position to 23,586 shares worth $2.3M. The position accounts for 0.74% of the portfolio, ranked #24.
Worth Asset Management first reported a position in AOA in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Worth Asset Management held 23,586 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.3M as of Q2 2026.
- Worth Asset Management bought 139 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $13.3K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.74% of Worth Asset Management's portfolio in Q2 2026, its #24 holding.
- Worth Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.