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 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

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

Farther Finance Advisors's AOA Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.09% in Q2 2026, selling an estimated $4.01K and leaving 48,481 shares worth $4.73M. The position accounts for 0.04% of the portfolio, ranked #424.

Farther Finance Advisors first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Farther Finance Advisors held 48,481 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.73M as of Q2 2026.
Farther Finance Advisors sold 42 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $4.01K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #424 holding.
Farther Finance Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.