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

Arkansas 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 Q2	$286K	Sell	2,930 -30	-1%	-$2.86K	0.04%	89
2026 Q1	$271K	Buy	2,960 +74	+3%	+$6.74K	0.04%	89
2025 Q4	$258K	Buy	2,886 +419	+17%	+$37.3K	0.04%	87
2025 Q3	$217K	Buy	2,467 +26	+1%	+$2.21K	0.03%	89
2025 Q2	$204K	Buy	+2,441	New	+$191K	0.03%	80

Other funds holding AOA

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Arkansas Financial Group's AOA Position: Q2 2026 in Review

Arkansas Financial Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1% in Q2 2026, selling an estimated $2.86K and leaving 2,930 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #89.

Arkansas Financial Group first reported a position in AOA in Q2 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Arkansas Financial Group held 2,930 shares of iShares Core 80/20 Aggressive Allocation ETF worth $286K as of Q2 2026.
Arkansas Financial Group sold 30 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.86K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Arkansas Financial Group's portfolio in Q2 2026, its #89 holding.
Arkansas Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 5 quarters since.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.