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

DecisionPoint 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 Q2	$437K	Buy	+4,500	New	+$429K	0.08%	39
2026 Q1	–	Sell	-164	Closed	-$14.7K	–	680
2025 Q4	$14.7K	Buy	+164	New	+$14.6K	﹤0.01%	165
2023 Q1	–	Sell	-5	Closed	-$299	–	203
2022 Q4	$299	Buy	+5	New	+$296	﹤0.01%	173

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

DecisionPoint Financial's AOA Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 4,500 shares worth $437K. The stake represents 0.08% of the portfolio and ranks #39 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in AOA as recently as Q4 2025.

DecisionPoint Financial first reported a position in AOA in Q4 2022 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

DecisionPoint Financial held 4,500 shares of iShares Core 80/20 Aggressive Allocation ETF worth $437K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new DecisionPoint Financial position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of DecisionPoint Financial's portfolio in Q2 2026, its #39 holding.
DecisionPoint Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 3 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.