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Financial Life Planners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Financial Life Planners’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 		– Sell
-133
Closed -$11.8K – 340
2026
Q1 		$11.8K Buy
+133
New +$12.1K 0.01% 226
2025
Q4 		– Sell
-131
Closed -$11.6K – 76
2025
Q3 		$11.6K Buy
+131
New +$11.2K 0.01% 238
2025
Q1 		– Sell
-130
Closed -$9.96K – 101
2024
Q4 		$9.96K Buy
+130
New +$10.2K 0.01% 257

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

Financial Life Planners's AOA Position: Q2 2026 in Review

Financial Life Planners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 133 shares — an estimated $11.8K sold.

Financial Life Planners first reported a position in AOA in Q4 2024 and held it in 3 quarters. The position peaked at $11.8K in Q1 2026. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Financial Life Planners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 133 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $11.8K.
  • Financial Life Planners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 3 quarters.
  • Financial Life Planners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $11.8K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.