Focus Partners Wealth
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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
Q2 		$1.2M Buy
12,301
+615
+5% +$58.7K ﹤0.01% 1578
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 $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 Wealth's AOA Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5.3% in Q2 2026, buying an estimated $58.7K and bringing the position to 12,301 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Focus Partners Wealth first reported a position in AOA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2024. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Focus Partners Wealth held 12,301 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.2M as of Q2 2026.
  • Focus Partners Wealth bought 615 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $58.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1578 holding.
  • Focus Partners Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.22M in Q2 2024.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.