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BCGM Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

BCGM Wealth Management’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 		$472K Buy
4,840
+90
+2% +$8.59K 0.1% 117
2026
Q1 		$420K Buy
4,750
+177
+4% +$16.1K 0.11% 117
2025
Q4 		$410K Buy
4,573
+82
+2% +$7.3K 0.1% 117
2025
Q3 		$396K Buy
4,491
+244
+6% +$20.8K 0.1% 123
2025
Q2 		$354K Sell
4,247
-3
-0.1% -$235 0.1% 123
2025
Q1 		$325K Sell
4,250
-94
-2% -$7.32K 0.1% 125
2024
Q4 		$333K Buy
4,344
+68
+2% +$5.33K 0.11% 121
2024
Q3 		$337K Buy
4,276
+131
+3% +$9.95K 0.11% 122
2024
Q2 		$310K Buy
4,145
+76
+2% +$5.55K 0.11% 121
2024
Q1 		$299K Sell
4,069
-3,012
-43% -$213K 0.11% 117
2023
Q4 		$489K Buy
7,081
+277
+4% +$18.1K 0.2% 79
2023
Q3 		$432K Buy
6,804
+240
+4% +$15.8K 0.2% 78
2023
Q2 		$435K Buy
6,564
+151
+2% +$9.71K 0.19% 76
2023
Q1 		$408K Buy
6,413
+1,795
+39% +$112K 0.21% 74
2022
Q4 		$276K Sell
4,618
-533
-10% -$31.6K 0.13% 94
2022
Q3 		$294K Buy
5,151
+484
+10% +$29.4K 0.15% 89
2022
Q2 		$294K Buy
4,667
+578
+14% +$36.8K 0.15% 86
2022
Q1 		$262K Buy
+4,089
New +$283K 0.14% 92

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

BCGM Wealth Management's AOA Position: Q2 2026 in Review

BCGM Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.9% in Q2 2026, buying an estimated $8.59K and bringing the position to 4,840 shares worth $472K. The position accounts for 0.1% of the portfolio, ranked #117.

BCGM Wealth Management first reported a position in AOA in Q1 2022 and has held it in 18 quarters since. The position peaked at $489K in Q4 2023. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • BCGM Wealth Management held 4,840 shares of iShares Core 80/20 Aggressive Allocation ETF worth $472K as of Q2 2026.
  • BCGM Wealth Management bought 90 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $8.59K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.1% of BCGM Wealth Management's portfolio in Q2 2026, its #117 holding.
  • BCGM Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 18 quarters since.
  • BCGM Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $489K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.