Advisory Services Network’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Advisory Services Network’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	$1.45M	Buy	16,442 +1,117	+7%	+$102K	0.02%	772
2025 Q4	$1.37M	Buy	15,325 +6,861	+81%	+$611K	0.02%	758
2025 Q3	$746K	Sell	8,464 -1,116	-12%	-$95K	0.01%	1011
2025 Q2	$800K	Buy	9,580 +2,977	+45%	+$233K	0.01%	923
2025 Q1	$505K	Sell	6,603 -3,920	-37%	-$305K	0.01%	1053
2024 Q4	$806K	Buy	10,523 +4,350	+70%	+$341K	0.02%	834
2024 Q3	$462K	Hold	6,173	–	–	0.01%	1025
2024 Q2	$462K	Sell	6,173 -139	-2%	-$10.2K	0.01%	1025
2024 Q1	$464K	Sell	6,312 -6,567	-51%	-$463K	0.01%	991
2023 Q4	$889K	Buy	12,879 +6,956	+117%	+$453K	0.02%	678
2023 Q3	$376K	Sell	5,923 -5,419	-48%	-$356K	0.01%	1042
2023 Q2	$752K	Sell	11,342 -1,386	-11%	-$89.2K	0.02%	735
2023 Q1	$809K	Sell	12,728 -18,898	-60%	-$1.18M	0.02%	695
2022 Q4	$1.89M	Buy	31,626 +18,261	+137%	+$1.08M	0.06%	391
2022 Q3	$741K	Buy	+13,365	New	+$812K	0.03%	645
2021 Q3	–	Sell	-1,230	Closed	-$87K	–	1472
2021 Q2	$87K	Buy	+1,230	New	+$85.6K	﹤0.01%	1688
2021 Q1	–	Sell	-1,497	Closed	-$96K	–	1361
2020 Q4	$96K	Buy	1,497 +57	+4%	+$3.48K	﹤0.01%	1349
2020 Q3	$84K	Buy	+1,440	New	+$83K	﹤0.01%	1319
2020 Q2	–	Sell	-1,192	Closed	-$57K	–	1128
2020 Q1	$57K	Sell	1,192 -617	-34%	-$33.8K	﹤0.01%	1318
2019 Q4	$105K	Buy	1,809 +283	+19%	+$15.9K	0.01%	1142
2019 Q3	$84K	Hold	1,526	–	–	0.01%	1137
2019 Q2	$84K	Buy	1,526 +312	+26%	+$16.9K	0.01%	1135
2019 Q1	$65K	Buy	1,214 +794	+189%	+$41.2K	﹤0.01%	1141
2018 Q4	$20K	Buy	420 +127	+43%	+$6.49K	﹤0.01%	1498
2018 Q3	$16K	Buy	293 +36	+14%	+$1.95K	﹤0.01%	1632
2018 Q2	$14K	Buy	257 +19	+8%	+$1.02K	﹤0.01%	1666
2018 Q1	$13K	Buy	238 +174	+272%	+$9.5K	﹤0.01%	1790
2017 Q4	$3K	Buy	64 +16	+33%	+$874	﹤0.01%	2250
2017 Q3	$3K	Buy	48 +11	+30%	+$578	﹤0.01%	2030
2017 Q2	$2K	Buy	37 +24	+185%	+$1.23K	﹤0.01%	2077
2017 Q1	$1K	Buy	+13	New	+$636	﹤0.01%	2052
2016 Q2	–	Sell	-205	Closed	-$9K	–	1830
2016 Q1	$9K	Buy	+205	New	+$8.85K	﹤0.01%	1094
2014 Q1	–	Sell	-54	Closed	-$2K	–	229
2013 Q4	$2K	Buy	+54	New	+$2.34K	﹤0.01%	986

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisory Services Network's AOA Position: Q1 2026 in Review

Advisory Services Network increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.3% in Q1 2026, buying an estimated $102K and bringing the position to 16,442 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #772.

Advisory Services Network first reported a position in AOA in Q4 2013 and has held it in 33 quarters since. The position peaked at $1.89M in Q4 2022. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Advisory Services Network held 16,442 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.45M as of Q1 2026.
Advisory Services Network bought 1,117 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $102K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #772 holding.
Advisory Services Network first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2013 and has held it in 33 quarters since.
Advisory Services Network's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.89M in Q4 2022.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.