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

Columbia River 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 Q1	$285K	Buy	3,228 +101	+3%	+$9.2K	0.17%	48
2025 Q4	$280K	Sell	3,127 -35	-1%	-$3.12K	0.17%	49
2025 Q3	$283K	Buy	3,162 +2	+0.1%	+$170	0.17%	48
2025 Q2	$264K	Buy	3,160 +160	+5%	+$12.5K	0.17%	48
2025 Q1	$229K	Buy	3,000 +16	+0.5%	+$1.25K	0.15%	50
2024 Q4	$228K	Buy	+2,984	New	+$234K	0.16%	50

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Columbia River Financial Group's AOA Position: Q1 2026 in Review

Columbia River Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.2% in Q1 2026, buying an estimated $9.2K and bringing the position to 3,228 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #48.

Columbia River Financial Group first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Columbia River Financial Group held 3,228 shares of iShares Core 80/20 Aggressive Allocation ETF worth $285K as of Q1 2026.
Columbia River Financial Group bought 101 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $9.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.17% of Columbia River Financial Group's portfolio in Q1 2026, its #48 holding.
Columbia River Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.