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

Atomi 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 		$270K Sell
3,055
-103
-3% -$9.38K 0.01% 1006
2025
Q4 		$283K Buy
3,158
+198
+7% +$17.6K 0.01% 967
2025
Q3 		$261K Sell
2,960
-34
-1% -$2.9K 0.01% 969
2025
Q2 		$250K Buy
+2,994
New +$234K 0.01% 920

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 $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Atomi Financial Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.3% in Q1 2026, selling an estimated $9.38K and leaving 3,055 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1006.

Atomi Financial Group first reported a position in AOA in Q2 2025 and has held it in 4 quarters since. The position peaked at $283K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Atomi Financial Group held 3,055 shares of iShares Core 80/20 Aggressive Allocation ETF worth $270K as of Q1 2026.
  • Atomi Financial Group sold 103 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $9.38K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1006 holding.
  • Atomi Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $283K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.