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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
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% +$1.59K 0.11% 130
2024
Q2 		$338K Buy
+4,519
New +$330K 0.12% 126

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ABLE Financial Group's AOA Position: Q1 2026 in Review

ABLE Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 13% in Q1 2026, buying an estimated $120K and bringing the position to 11,665 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #84.

ABLE Financial Group first reported a position in AOA in Q2 2024 and has held it in 8 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • ABLE Financial Group held 11,665 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.03M as of Q1 2026.
  • ABLE Financial Group bought 1,320 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $120K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.2% of ABLE Financial Group's portfolio in Q1 2026, its #84 holding.
  • ABLE Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 8 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.