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 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 $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 $6.37B AUM 23.22% 1-Year Est. Return

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

Ausdal Financial Partners's AOA Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.28% in Q1 2026, buying an estimated $820 and bringing the position to 3,238 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #794.

Ausdal Financial Partners first reported a position in AOA in Q3 2021 and has held it in 7 quarters since. The position peaked at $430K in Q3 2021. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Ausdal Financial Partners held 3,238 shares of iShares Core 80/20 Aggressive Allocation ETF worth $287K as of Q1 2026.
Ausdal Financial Partners bought 9 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $820.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #794 holding.
Ausdal Financial Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and has held it in 7 quarters since.
Ausdal Financial Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $430K in Q3 2021.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.