Brio Consultants’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Brio Consultants’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	$210K	Buy	+2,153	New	+$205K	0.02%	155

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

Brio Consultants's AOA Position: Q2 2026 in Review

Brio Consultants opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,153 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Brio Consultants held 2,153 shares of iShares Core 80/20 Aggressive Allocation ETF worth $210K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Brio Consultants position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Brio Consultants's portfolio in Q2 2026, its #155 holding.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.