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

Centaurus Financial’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 		$301K Buy
3,405
+405
+14% +$36.9K 0.01% 684
2025
Q4 		$269K Buy
3,000
+320
+12% +$28.5K 0.01% 706
2025
Q3 		$236K Sell
2,680
-70
-3% -$5.96K 0.01% 751
2025
Q2 		$229K Hold
2,750
– – 0.01% 682
2025
Q1 		$210K Buy
2,750
+1,300
+90% +$101K 0.01% 667
2024
Q4 		$111K Sell
1,450
-5
-0.3% -$392 0.01% 840
2024
Q3 		$115K Hold
1,455
– – 0.01% 787
2024
Q2 		$109K Buy
1,455
+5
+0.3% +$365 0.01% 766
2024
Q1 		$107K Sell
1,450
-50
-3% -$3.53K 0.01% 743
2023
Q4 		$104K Sell
1,500
-136
-8% -$8.86K 0.01% 746
2023
Q3 		$104K Buy
+1,636
New +$108K 0.01% 715
2023
Q2 		– Sell
-1,719
Closed -$109K – 747
2023
Q1 		$109K Sell
1,719
-180
-9% -$11.2K 0.01% 827
2022
Q4 		$113K Sell
1,899
-125
-6% -$7.4K 0.01% 757
2022
Q3 		$112K Sell
2,024
-114
-5% -$6.93K 0.01% 771
2022
Q2 		$128K Buy
2,138
+179
+9% +$11.4K 0.01% 738
2022
Q1 		$135K Sell
1,959
-136
-6% -$9.41K 0.01% 776
2021
Q4 		$153K Buy
2,095
+71
+4% +$5.12K 0.01% 754
2021
Q3 		$141K Sell
2,024
-11,248
-85% -$801K 0.01% 749
2021
Q2 		$938K Buy
13,272
+604
+5% +$42K 0.08% 287
2021
Q1 		$848K Buy
12,668
+6,534
+107% +$432K 0.08% 263
2020
Q4 		$394K Buy
6,134
+4,399
+254% +$269K 0.04% 414
2020
Q3 		$101K Buy
+1,735
New +$100K 0.01% 624
2020
Q1 		– Sell
-2,232
Closed -$129K – 526
2019
Q4 		$129K Buy
+2,232
New +$126K 0.02% 553
2019
Q3 		– Sell
-2,232
Closed -$123K – 454
2019
Q2 		$123K Buy
2,232
+2,115
+1,808% +$114K 0.02% 527
2019
Q1 		$2.19K Buy
117
+9
+8% +$467 0.01% 470
2018
Q4 		$2 Buy
108
+98
+980% +$5.01K 0.01% 389
2018
Q3 		$566 Sell
10
-12,208
-100% -$661K 0.1% 226
2018
Q2 		$652K Buy
+12,218
New +$658K 0.09% 240

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial's AOA Position: Q1 2026 in Review

Centaurus Financial increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 14% in Q1 2026, buying an estimated $36.9K and bringing the position to 3,405 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #684.

Centaurus Financial first reported a position in AOA in Q2 2018 and has held it in 28 quarters since. The position peaked at $938K in Q2 2021. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Centaurus Financial held 3,405 shares of iShares Core 80/20 Aggressive Allocation ETF worth $301K as of Q1 2026.
  • Centaurus Financial bought 405 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $36.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #684 holding.
  • Centaurus Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 28 quarters since.
  • Centaurus Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $938K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.