ABLE Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

ABLE Financial 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	$1.33M	Buy	13,643 +1,797	+15%	+$176K	0.21%	89
2026 Q2	$1.16M	Buy	11,846 +181	+2%	+$17.3K	0.19%	88
2026 Q1	$1.03M	Buy	11,665 +1,320	+13%	+$120K	0.2%	84
2025 Q4	$926K	Buy	10,345 +1,704	+20%	+$152K	0.19%	87
2025 Q3	$762K	Buy	8,641 +1,490	+21%	+$127K	0.17%	95
2025 Q2	$596K	Buy	7,151 +1,038	+17%	+$81.2K	0.14%	108
2025 Q1	$468K	Buy	6,113 +925	+18%	+$72.1K	0.13%	109
2024 Q4	$397K	Buy	5,188 +648	+14%	+$50.8K	0.12%	122
2024 Q3	$358K	Buy	4,540 +21	+0.5%	+$1.6K	0.11%	130
2024 Q2	$338K	Buy	+4,519	New	+$330K	0.12%	126

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

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

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

ABLE Financial Group's AOA Position: Q3 2026 in Review

ABLE Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 15% in Q3 2026, buying an estimated $176K and bringing the position to 13,643 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #89.

ABLE Financial Group first reported a position in AOA in Q2 2024 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

ABLE Financial Group held 13,643 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.33M as of Q3 2026.
ABLE Financial Group bought 1,797 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $176K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.21% of ABLE Financial Group's portfolio in Q3 2026, its #89 holding.
ABLE Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 10 quarters since.
140 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

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