Focus Partners Wealth
AOA icon

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

Focus Partners Wealth’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
Q1 		$1.05M Buy
11,686
+47
+0.4% +$4.28K ﹤0.01% 1597
2025
Q4 		$1.04M Sell
11,639
-333
-3% -$29.6K ﹤0.01% 1622
2025
Q3 		$1.06M Hold
11,972
– – ﹤0.01% 1263
2025
Q2 		$998K Buy
11,972
+3,250
+37% +$254K ﹤0.01% 1140
2025
Q1 		$667K Hold
8,722
– – ﹤0.01% 1215
2024
Q4 		$668K Buy
+8,722
New +$683K ﹤0.01% 1206
2024
Q3 		– Sell
-16,200
Closed -$1.22M – 1573
2024
Q2 		$1.22M Buy
16,200
+8,057
+99% +$589K ﹤0.01% 760
2024
Q1 		$598K Buy
+8,143
New +$575K ﹤0.01% 692

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Focus Partners Wealth's AOA Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.4% in Q1 2026, buying an estimated $4.28K and bringing the position to 11,686 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Focus Partners Wealth first reported a position in AOA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q2 2024. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Focus Partners Wealth held 11,686 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.05M as of Q1 2026.
  • Focus Partners Wealth bought 47 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $4.28K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1597 holding.
  • Focus Partners Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.22M in Q2 2024.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.