Financial Network Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Financial Network Wealth 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 Q1	–	Sell	-24	Closed	-$2.15K	–	778
2025 Q4	$2.15K	Hold	24	–	–	﹤0.01%	665
2025 Q3	$2.12K	Hold	24	–	–	﹤0.01%	658
2025 Q2	$2K	Hold	24	–	–	﹤0.01%	651
2025 Q1	$1.84K	Buy	+24	New	+$1.87K	﹤0.01%	608
2024 Q4	–	Sell	-24	Closed	-$1.89K	–	498
2024 Q3	$1.89K	Hold	24	–	–	﹤0.01%	656
2024 Q2	$1.79K	Buy	+24	New	+$1.75K	﹤0.01%	758

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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Network Wealth Advisors's AOA Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 24 shares — an estimated $2.15K sold.

Financial Network Wealth Advisors first reported a position in AOA in Q2 2024 and held it in 6 quarters. The position peaked at $2.15K in Q4 2025. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Financial Network Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Financial Network Wealth Advisors sold 24 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $2.15K.
Financial Network Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and held it in 6 quarters.
Financial Network Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.15K in Q4 2025.
406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.