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

Focus Financial Network’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	$285K	Sell	2,916 -25	-0.9%	-$2.38K	0.01%	633
2026 Q1	$260K	Sell	2,941 -168	-5%	-$15.3K	0.01%	628
2025 Q4	$278K	Buy	3,109 +41	+1%	+$3.65K	0.01%	615
2025 Q3	$270K	Buy	3,068 +383	+14%	+$32.6K	0.01%	632
2025 Q2	$224K	Buy	+2,685	New	+$210K	0.01%	657
2020 Q1	–	Sell	-3,572	Closed	-$207K	–	363
2019 Q4	$207K	Buy	+3,572	New	+$201K	0.03%	389
2019 Q3	–	Sell	-3,960	Closed	-$218K	–	389
2019 Q2	$218K	Buy	+3,960	New	+$214K	0.03%	343

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

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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Focus Financial Network's AOA Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.85% in Q2 2026, selling an estimated $2.38K and leaving 2,916 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #633.

Focus Financial Network first reported a position in AOA in Q2 2019 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Focus Financial Network held 2,916 shares of iShares Core 80/20 Aggressive Allocation ETF worth $285K as of Q2 2026.
Focus Financial Network sold 25 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.38K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #633 holding.
Focus Financial Network first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2019 and has held it in 7 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.