CFS
AOA icon

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

Coordinated Financial Services’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 		$209K Buy
2,367
+66
+3% +$6.01K 0.12% 170
2025
Q4 		$206K Buy
+2,301
New +$205K 0.12% 167

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

Coordinated Financial Services's AOA Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.9% in Q1 2026, buying an estimated $6.01K and bringing the position to 2,367 shares worth $209K. The position accounts for 0.12% of the portfolio, ranked #170.

Coordinated Financial Services first reported a position in AOA in Q4 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Coordinated Financial Services held 2,367 shares of iShares Core 80/20 Aggressive Allocation ETF worth $209K as of Q1 2026.
  • Coordinated Financial Services bought 66 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $6.01K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Coordinated Financial Services's portfolio in Q1 2026, its #170 holding.
  • Coordinated Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.