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

Fiduciary Financial Group’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	$303K	Buy	3,105 +78	+3%	+$7.44K	0.03%	294
2026 Q1	$268K	Sell	3,027 -16	-0.5%	-$1.46K	0.04%	284
2025 Q4	$273K	Sell	3,043 -70	-2%	-$6.23K	0.04%	270
2025 Q3	$274K	Buy	3,113 +105	+3%	+$8.94K	0.04%	256
2025 Q2	$251K	Buy	3,008 +51	+2%	+$3.99K	0.05%	256
2025 Q1	$214K	Buy	2,957 +53	+2%	+$4.13K	0.05%	268
2024 Q4	$220K	Buy	+2,904	New	+$227K	0.05%	258

Other funds holding AOA

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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Fiduciary Financial Group's AOA Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.6% in Q2 2026, buying an estimated $7.44K and bringing the position to 3,105 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #294.

Fiduciary Financial Group first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Fiduciary Financial Group held 3,105 shares of iShares Core 80/20 Aggressive Allocation ETF worth $303K as of Q2 2026.
Fiduciary Financial Group bought 78 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $7.44K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #294 holding.
Fiduciary Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.