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Focus Partners Advisor Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Focus Partners Advisor Solutions’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 		$1.76M Sell
18,012
-101
-0.6% -$9.63K 0.01% 394
2026
Q1 		$1.6M Buy
18,113
+15,506
+595% +$1.41M 0.02% 410
2025
Q4 		$234K Sell
2,607
-4,035
-61% -$359K ﹤0.01% 967
2025
Q3 		$592K Sell
6,642
-59,526
-90% -$5.07M 0.01% 680
2025
Q2 		$5.52M Buy
66,168
+1,956
+3% +$153K 0.07% 133
2025
Q1 		$4.91M Buy
64,212
+2,381
+4% +$186K 0.07% 133
2024
Q4 		$4.74M Buy
61,831
+1,274
+2% +$99.8K 0.08% 129
2024
Q3 		$4.78M Sell
60,557
-11,630
-16% -$884K 0.1% 101
2024
Q2 		$5.4M Buy
+72,187
New +$5.28M 0.14% 78
2024
Q1 		– Sell
-3,922
Closed -$271K – 605
2023
Q4 		$271K Sell
3,922
-2,574
-40% -$168K 0.01% 340
2023
Q3 		$412K Buy
6,496
+497
+8% +$32.7K 0.02% 294
2023
Q2 		$398K Sell
5,999
-303
-5% -$19.5K 0.02% 250
2023
Q1 		$401K Buy
6,302
+586
+10% +$36.6K 0.03% 233
2022
Q4 		$342K Buy
5,716
+183
+3% +$10.8K 0.03% 240
2022
Q3 		$307K Buy
5,533
+647
+13% +$39.3K 0.02% 301
2022
Q2 		$293K Buy
4,886
+958
+24% +$61K 0.02% 265
2022
Q1 		$271K Buy
+3,928
New +$272K 0.03% 262

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

Focus Partners Advisor Solutions's AOA Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.56% in Q2 2026, selling an estimated $9.63K and leaving 18,012 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #394.

Focus Partners Advisor Solutions first reported a position in AOA in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.52M in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Focus Partners Advisor Solutions held 18,012 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.76M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 101 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $9.63K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #394 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.52M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.