Ausdal Financial Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ausdal Financial Partners’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	$318K	Buy	3,254 +16	+0.5%	+$1.53K	0.01%	807
2026 Q1	$287K	Buy	3,238 +9	+0.3%	+$820	0.01%	794
2025 Q4	$289K	Buy	3,229 +48	+2%	+$4.27K	0.01%	744
2025 Q3	$280K	Buy	3,181 +78	+3%	+$6.64K	0.01%	761
2025 Q2	$259K	Buy	+3,103	New	+$243K	0.02%	587
2022 Q2	–	Sell	-4,537	Closed	-$313K	–	458
2022 Q1	$313K	Sell	4,537 -1,277	-22%	-$88.3K	0.04%	364
2021 Q4	$423K	Sell	5,814 -350	-6%	-$25.2K	0.06%	308
2021 Q3	$430K	Buy	+6,164	New	+$439K	0.06%	300

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Ausdal Financial Partners's AOA Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.49% in Q2 2026, buying an estimated $1.53K and bringing the position to 3,254 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #807.

Ausdal Financial Partners first reported a position in AOA in Q3 2021 and has held it in 8 quarters since. The position peaked at $430K in Q3 2021. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Ausdal Financial Partners held 3,254 shares of iShares Core 80/20 Aggressive Allocation ETF worth $318K as of Q2 2026.
Ausdal Financial Partners bought 16 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.53K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #807 holding.
Ausdal Financial Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and has held it in 8 quarters since.
Ausdal Financial Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $430K in Q3 2021.
423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.