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

Cooper 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 Q3	$201K	Buy	+2,063	New	+$202K	0.02%	442
2021 Q4	–	Sell	-13,292	Closed	-$928K	–	237
2021 Q3	$928K	Sell	13,292 -578	-4%	-$41.2K	0.19%	79
2021 Q2	$980K	Buy	13,870 +730	+6%	+$50.8K	0.2%	72
2021 Q1	$879K	Sell	13,140 -14	-0.1%	-$925	0.2%	74
2020 Q4	$844K	Sell	13,154 -1,869	-12%	-$114K	0.17%	102
2020 Q3	$871K	Buy	15,023 +496	+3%	+$28.6K	0.25%	57
2020 Q2	$797K	Buy	14,527 +830	+6%	+$43.2K	0.26%	58
2020 Q1	$650K	Buy	13,697 +1,000	+8%	+$54.8K	0.27%	59
2019 Q4	$736K	Buy	12,697 +297	+2%	+$16.7K	0.29%	52
2019 Q3	$681K	Sell	12,400 -445	-3%	-$24.2K	0.31%	50
2019 Q2	$708K	Sell	12,845 -630	-5%	-$34K	0.34%	42
2019 Q1	$721K	Sell	13,475 -1,522	-10%	-$78.9K	0.4%	35
2018 Q4	$728K	Buy	+14,997	New	+$767K	0.49%	31

Other funds holding AOA

WCG

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

FFA

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's AOA Position: Q3 2026 in Review

Cooper Financial Group opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2026: 2,063 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in AOA as recently as Q3 2021.

Cooper Financial Group first reported a position in AOA in Q4 2018 and has held it in 13 quarters since. The position peaked at $980K in Q2 2021. 19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Cooper Financial Group held 2,063 shares of iShares Core 80/20 Aggressive Allocation ETF worth $201K as of Q3 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Cooper Financial Group position in Q3 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #442 holding.
Cooper Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 13 quarters since.
Cooper Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $980K in Q2 2021.
19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.