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 Q2	$431K	Buy	+4,420	New	+$422K	0.03%	357

Other funds holding AOA

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

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

First Heartland Consultants's AOA Position: Q2 2026 in Review

First Heartland Consultants opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 4,420 shares worth $431K. The stake represents 0.03% of the portfolio and ranks #357 among its holdings.

145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

First Heartland Consultants held 4,420 shares of iShares Core 80/20 Aggressive Allocation ETF worth $431K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new First Heartland Consultants position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #357 holding.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.