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Founders Financial Alliance’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Founders Financial Alliance’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 		$14.8K Hold
152
– – ﹤0.01% 664
2026
Q1 		$13.5K Hold
152
– – ﹤0.01% 610
2025
Q4 		$13.6K Sell
152
-360
-70% -$32.1K ﹤0.01% 490
2025
Q3 		$45.1K Hold
512
– – 0.01% 505
2025
Q2 		$42.7K Hold
512
– – 0.01% 397
2025
Q1 		$39.2K Sell
512
-17
-3% -$1.32K 0.01% 461
2024
Q4 		$40.5K Sell
529
-750
-59% -$58.7K 0.01% 402
2024
Q3 		$101K Hold
1,279
– – 0.03% 333
2024
Q2 		$95.6K Sell
1,279
-103
-7% -$7.53K 0.03% 323
2024
Q1 		$102K Hold
1,382
– – 0.03% 318
2023
Q4 		$95.4K Hold
1,382
– – 0.04% 294
2023
Q3 		$87.7K Buy
1,382
+750
+119% +$49.3K 0.04% 280
2023
Q2 		$41.9K Hold
632
– – 0.02% 356
2023
Q1 		$40.2K Sell
632
-180
-22% -$11.2K 0.02% 321
2022
Q4 		$48.5K Sell
812
-938
-54% -$55.5K 0.02% 326
2022
Q3 		$97K Buy
1,750
+80
+5% +$4.86K 0.05% 259
2022
Q2 		$100K Sell
1,670
-126
-7% -$8.02K 0.05% 264
2022
Q1 		$124K Sell
1,796
-183
-9% -$12.7K 0.06% 247
2021
Q4 		$144K Sell
1,979
-310
-14% -$22.3K 0.06% 273
2021
Q3 		$160K Buy
2,289
+300
+15% +$21.4K 0.07% 242
2021
Q2 		$141K Sell
1,989
-80
-4% -$5.57K 0.06% 267
2021
Q1 		$140K Buy
2,069
+384
+23% +$25.4K 0.07% 249
2020
Q4 		$108K Sell
1,685
-210
-11% -$12.8K 0.06% 238
2020
Q3 		$110K Buy
+1,895
New +$109K 0.07% 241

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

Founders Financial Alliance's AOA Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 152 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Founders Financial Alliance first reported a position in AOA in Q3 2020 and has held it in 24 quarters since. The position peaked at $160K in Q3 2021. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Founders Financial Alliance held 152 shares of iShares Core 80/20 Aggressive Allocation ETF worth $14.8K as of Q2 2026.
  • Founders Financial Alliance left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #664 holding.
  • Founders Financial Alliance first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Core 80/20 Aggressive Allocation ETF position peaked at $160K in Q3 2021.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.