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

Financial Strategies 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 		$269K Buy
2,784
+200
+8% +$19.1K 0.04% 84
2026
Q1 		$244K Sell
2,584
-1,020
-28% -$92.9K 0.04% 89
2025
Q4 		$328K Sell
3,604
-2
-0.1% -$178 0.06% 80
2025
Q3 		$323K Sell
3,606
-241
-6% -$20.5K 0.06% 79
2025
Q2 		$320K Sell
3,847
-979
-20% -$76.6K 0.07% 82
2025
Q1 		$358K Buy
4,826
+681
+16% +$53.1K 0.08% 76
2024
Q4 		$314K Buy
4,145
+39
+0.9% +$3.06K 0.08% 83
2024
Q3 		$324K Buy
4,106
+121
+3% +$9.19K 0.08% 80
2024
Q2 		$300K Sell
3,985
-356
-8% -$26K 0.08% 75
2024
Q1 		$317K Sell
4,341
-188
-4% -$13.3K 0.09% 63
2023
Q4 		$313K Sell
4,529
-295
-6% -$19.2K 0.09% 63
2023
Q3 		$307K Sell
4,824
-764
-14% -$50.2K 0.1% 64
2023
Q2 		$371K Sell
5,588
-727
-12% -$46.8K 0.12% 57
2023
Q1 		$402K Sell
6,315
-912
-13% -$57K 0.15% 57
2022
Q4 		$432K Buy
7,227
+357
+5% +$21.1K 0.18% 56
2022
Q3 		$381K Buy
6,870
+813
+13% +$49.4K 0.17% 59
2022
Q2 		$363K Buy
6,057
+113
+2% +$7.19K 0.15% 66
2022
Q1 		$410K Buy
5,944
+509
+9% +$35.2K 0.16% 61
2021
Q4 		$396K Sell
5,435
-1,550
-22% -$112K 0.16% 58
2021
Q3 		$488K Buy
6,985
+294
+4% +$20.9K 0.22% 45
2021
Q2 		$473K Buy
6,691
+377
+6% +$26.2K 0.22% 43
2021
Q1 		$423K Buy
6,314
+596
+10% +$39.4K 0.22% 42
2020
Q4 		$367K Buy
5,718
+439
+8% +$26.8K 0.2% 40
2020
Q3 		$306K Buy
5,279
+602
+13% +$34.7K 0.21% 42
2020
Q2 		$257K Buy
4,677
+238
+5% +$12.4K 0.19% 38
2020
Q1 		$211K Buy
+4,439
New +$243K 0.19% 39

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Financial Strategies Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.7% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,784 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #84.

Financial Strategies Group first reported a position in AOA in Q1 2020 and has held it in 26 quarters since. The position peaked at $488K in Q3 2021. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Financial Strategies Group held 2,784 shares of iShares Core 80/20 Aggressive Allocation ETF worth $269K as of Q2 2026.
  • Financial Strategies Group bought 200 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $19.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Financial Strategies Group's portfolio in Q2 2026, its #84 holding.
  • Financial Strategies Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and has held it in 26 quarters since.
  • Financial Strategies Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $488K in Q3 2021.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.