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

Buttonwood 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
Q2 		$1.6M Sell
16,355
-182
-1% -$17.4K 0.91% 19
2026
Q1 		$1.46M Sell
16,537
-4,795
-22% -$437K 0.9% 18
2025
Q4 		$1.95M Sell
21,332
-1,737
-8% -$155K 1.04% 17
2025
Q3 		$2.04M Buy
23,069
+161
+0.7% +$13.7K 0.88% 17
2025
Q2 		$1.89M Sell
22,908
-33
-0.1% -$2.58K 0.96% 17
2025
Q1 		$1.66M Sell
22,941
-779
-3% -$60.7K 0.97% 16
2024
Q4 		$1.87M Buy
23,720
+1,376
+6% +$108K 1.04% 15
2024
Q3 		$1.76M Buy
22,344
+318
+1% +$24.2K 1.06% 13
2024
Q2 		$1.65M Buy
22,026
+116
+0.5% +$8.48K 0.94% 16
2024
Q1 		$1.61M Sell
21,910
-317
-1% -$22.4K 0.95% 19
2023
Q4 		$1.53M Sell
22,227
-852
-4% -$55.5K 1.12% 16
2023
Q3 		$1.42M Buy
23,079
+355
+2% +$23.3K 1.04% 18
2023
Q2 		$1.53M Buy
22,724
+758
+3% +$48.8K 1.32% 14
2023
Q1 		$1.4M Buy
21,966
+1,061
+5% +$66.3K 1.39% 13
2022
Q4 		$1.25M Buy
20,905
+2,531
+14% +$150K 1.14% 14
2022
Q3 		$1.01M Buy
18,374
+2,487
+16% +$151K 1.05% 15
2022
Q2 		$946K Buy
15,887
+1,642
+12% +$105K 0.93% 15
2022
Q1 		$980K Buy
+14,245
New +$985K 0.73% 14

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

Buttonwood Financial Group's AOA Position: Q2 2026 in Review

Buttonwood Financial Group reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.1% in Q2 2026, selling an estimated $17.4K and leaving 16,355 shares worth $1.6M. The position accounts for 0.91% of the portfolio, ranked #19.

Buttonwood Financial Group first reported a position in AOA in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.04M in Q3 2025. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Buttonwood Financial Group held 16,355 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.6M as of Q2 2026.
  • Buttonwood Financial Group sold 182 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.91% of Buttonwood Financial Group's portfolio in Q2 2026, its #19 holding.
  • Buttonwood Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.04M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.