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First Heartland Consultants’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

First Heartland Consultants’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
Q3 		$485K Buy
4,989
+569
+13% +$55.7K 0.03% 341
2026
Q2 		$431K Buy
+4,420
New +$422K 0.03% 357

Other funds holding AOA

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants's AOA Position: Q3 2026 in Review

First Heartland Consultants increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 13% in Q3 2026, buying an estimated $55.7K and bringing the position to 4,989 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #341.

First Heartland Consultants first reported a position in AOA in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • First Heartland Consultants held 4,989 shares of iShares Core 80/20 Aggressive Allocation ETF worth $485K as of Q3 2026.
  • First Heartland Consultants bought 569 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $55.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #341 holding.
  • First Heartland Consultants first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.