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

Family Wealth 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 		$255K Hold
2,616
– – 0.08% 87
2026
Q1 		$232K Buy
2,616
+9
+0.3% +$820 0.08% 90
2025
Q4 		$234K Sell
2,607
-232
-8% -$20.7K 0.08% 79
2025
Q3 		$250K Sell
2,839
-57
-2% -$4.85K 0.09% 66
2025
Q2 		$242K Sell
2,896
-186
-6% -$14.5K 0.1% 60
2025
Q1 		$236K Buy
3,082
+12
+0.4% +$935 0.11% 46
2024
Q4 		$235K Buy
3,070
+24
+0.8% +$1.88K 0.11% 40
2024
Q3 		$240K Buy
3,046
+27
+0.9% +$2.05K 0.12% 40
2024
Q2 		$226K Sell
3,019
-485
-14% -$35.5K 0.12% 40
2024
Q1 		$257K Sell
3,504
-418
-11% -$29.5K 0.15% 40
2023
Q4 		$271K Buy
+3,922
New +$256K 0.21% 39

Other funds holding AOA

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Family Wealth Partners's AOA Position: Q2 2026 in Review

Family Wealth Partners held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 2,616 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #87.

Family Wealth Partners first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $271K in Q4 2023. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Family Wealth Partners held 2,616 shares of iShares Core 80/20 Aggressive Allocation ETF worth $255K as of Q2 2026.
  • Family Wealth 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 0.08% of Family Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Family Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • Family Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $271K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.