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Foundations Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Foundations Investment Advisors’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 		$19.7M Buy
202,154
+26,004
+15% +$2.48M 0.2% 113
2026
Q1 		$15.6M Sell
176,150
-3,757
-2% -$342K 0.19% 121
2025
Q4 		$16.1M Buy
179,907
+28,223
+19% +$2.51M 0.21% 108
2025
Q3 		$13.4M Buy
151,684
+37,943
+33% +$3.23M 0.19% 116
2025
Q2 		$9.49M Buy
113,741
+26,548
+30% +$2.08M 0.15% 140
2025
Q1 		$6.67M Buy
87,193
+14,761
+20% +$1.15M 0.12% 159
2024
Q4 		$5.55M Buy
72,432
+11,197
+18% +$877K 0.11% 175
2024
Q3 		$4.83M Sell
61,235
-5,328
-8% -$405K 0.1% 172
2024
Q2 		$4.98M Buy
+66,563
New +$4.87M 0.12% 137
2019
Q3 		– Sell
-4,909
Closed -$272K – 131
2019
Q2 		$272K Sell
4,909
-46
-0.9% -$2.48K 0.04% 101
2019
Q1 		$265K Buy
4,955
+516
+12% +$26.8K 0.05% 81
2018
Q4 		$231K Buy
+4,439
New +$227K 0.05% 89

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

Foundations Investment Advisors's AOA Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 15% in Q2 2026, buying an estimated $2.48M and bringing the position to 202,154 shares worth $19.7M. The position accounts for 0.2% of the portfolio, ranked #113.

Foundations Investment Advisors first reported a position in AOA in Q4 2018 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Foundations Investment Advisors held 202,154 shares of iShares Core 80/20 Aggressive Allocation ETF worth $19.7M as of Q2 2026.
  • Foundations Investment Advisors bought 26,004 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.48M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.2% of Foundations Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • Foundations Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 12 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.