Farther Finance Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Farther Finance Advisors’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	$4.88M	Buy	50,181 +1,700	+4%	+$167K	0.03%	437
2026 Q2	$4.73M	Sell	48,481 -42	-0.1%	-$4.01K	0.04%	424
2026 Q1	$4.32M	Buy	48,523 +13,461	+38%	+$1.23M	0.04%	384
2025 Q4	$3.14M	Buy	35,062 +7,723	+28%	+$688K	0.03%	439
2025 Q3	$2.41M	Buy	27,339 +2,829	+12%	+$241K	0.04%	391
2025 Q2	$2.04M	Buy	24,510 +16,884	+221%	+$1.32M	0.04%	358
2025 Q1	$585K	Buy	7,626 +1,682	+28%	+$131K	0.01%	720
2024 Q4	$455K	Buy	5,944 +5,203	+702%	+$408K	0.02%	622
2024 Q3	$58.5K	Buy	741 +9	+1%	+$684	﹤0.01%	1568
2024 Q2	$54.8K	Buy	732 +99	+16%	+$7.24K	﹤0.01%	1383
2024 Q1	$46.3K	Buy	633 +37	+6%	+$2.61K	﹤0.01%	1218
2023 Q4	$41.2K	Buy	596 +98	+20%	+$6.39K	﹤0.01%	1109
2023 Q3	$31.6K	Buy	498 +352	+241%	+$23.1K	0.01%	947
2023 Q2	$9.69K	Buy	146 +145	+14,500%	+$9.33K	﹤0.01%	1209
2023 Q1	$64	Hold	1	–	–	﹤0.01%	2307
2022 Q4	$60	Buy	+1	New	+$59	﹤0.01%	2152

Other funds holding AOA

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 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

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Farther Finance Advisors's AOA Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.5% in Q3 2026, buying an estimated $167K and bringing the position to 50,181 shares worth $4.88M. The position accounts for 0.03% of the portfolio, ranked #437.

Farther Finance Advisors first reported a position in AOA in Q4 2022 and has held it in 16 quarters since. 19 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Farther Finance Advisors held 50,181 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.88M as of Q3 2026.
Farther Finance Advisors bought 1,700 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $167K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #437 holding.
Farther Finance Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 16 quarters since.
19 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.