Client 1st Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Client 1st Advisory 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 Q3	$264K	Buy	2,716 +40	+1%	+$3.92K	0.07%	119
2026 Q2	$261K	Sell	2,676 -175	-6%	-$16.7K	0.07%	123
2026 Q1	$252K	Buy	2,851 +6	+0.2%	+$547	0.08%	120
2025 Q4	$255K	Hold	2,845	–	–	0.08%	123
2025 Q3	$251K	Sell	2,845 -471	-14%	-$40.1K	0.08%	117
2025 Q2	$277K	Sell	3,316 -329	-9%	-$25.7K	0.1%	102
2025 Q1	$279K	Sell	3,645 -162	-4%	-$12.6K	0.11%	96
2024 Q4	$292K	Buy	3,807 +90	+2%	+$7.05K	0.11%	99
2024 Q3	$293K	Sell	3,717 -174	-4%	-$13.2K	0.12%	94
2024 Q2	$291K	Sell	3,891 -334	-8%	-$24.4K	0.13%	88
2024 Q1	$310K	Sell	4,225 -422	-9%	-$29.8K	0.14%	83
2023 Q4	$321K	Sell	4,647 -532	-10%	-$34.7K	0.16%	73
2023 Q3	$329K	Sell	5,179 -967	-16%	-$63.5K	0.17%	70
2023 Q2	$408K	Sell	6,146 -440	-7%	-$28.3K	0.21%	62
2023 Q1	$419K	Buy	6,586 +464	+8%	+$29K	0.23%	57
2022 Q4	$366K	Buy	6,122 +81	+1%	+$4.8K	0.21%	56
2022 Q3	$335K	Sell	6,041 -340	-5%	-$20.7K	0.21%	57
2022 Q2	$382K	Buy	6,381 +110	+2%	+$7K	0.23%	48
2022 Q1	$432K	Buy	6,271 +896	+17%	+$62K	0.21%	55
2021 Q4	$391K	Buy	5,375 +151	+3%	+$10.9K	0.19%	52
2021 Q3	$365K	Buy	5,224 +178	+4%	+$12.7K	0.19%	51
2021 Q2	$356K	Sell	5,046 -148	-3%	-$10.3K	0.18%	49
2021 Q1	$348K	Sell	5,194 -410	-7%	-$27.1K	0.2%	44
2020 Q4	$364K	Buy	5,604 +287	+5%	+$17.5K	0.24%	37
2020 Q3	$326K	Buy	+5,317	New	+$307K	0.23%	40

Other funds holding AOA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Client 1st Advisory Group's AOA Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.5% in Q3 2026, buying an estimated $3.92K and bringing the position to 2,716 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #119.

Client 1st Advisory Group first reported a position in AOA in Q3 2020 and has held it in 25 quarters since. The position peaked at $432K in Q1 2022. 116 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Client 1st Advisory Group held 2,716 shares of iShares Core 80/20 Aggressive Allocation ETF worth $264K as of Q3 2026.
Client 1st Advisory Group bought 40 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $3.92K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Client 1st Advisory Group's portfolio in Q3 2026, its #119 holding.
Client 1st Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and has held it in 25 quarters since.
Client 1st Advisory Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $432K in Q1 2022.
116 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.