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Essential Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Essential Partners’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 		$8.62K Hold
88
– – ﹤0.01% 1290
2026
Q1 		$7.79K Buy
88
+26
+42% +$2.37K ﹤0.01% 1363
2025
Q4 		$5.55K Hold
62
– – ﹤0.01% 1386
2025
Q3 		$5.46K Hold
62
– – ﹤0.01% 1385
2025
Q2 		$5.17K Buy
+62
New +$4.85K ﹤0.01% 1043

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Essential Partners's AOA Position: Q2 2026 in Review

Essential Partners held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 88 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Essential Partners first reported a position in AOA in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Essential Partners held 88 shares of iShares Core 80/20 Aggressive Allocation ETF worth $8.62K as of Q2 2026.
  • Essential Partners left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1290 holding.
  • Essential Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.