Frederick Financial Consultants’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Frederick Financial Consultants’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	$448K	Sell	5,059 -359	-7%	-$32.7K	0.22%	60
2025 Q4	$485K	Buy	5,418 +278	+5%	+$24.8K	0.27%	60
2025 Q3	$453K	Sell	5,140 -14	-0.3%	-$1.19K	0.25%	58
2025 Q2	$430K	Buy	5,154 +778	+18%	+$60.8K	0.27%	55
2025 Q1	$335K	Sell	4,376 -197	-4%	-$15.3K	0.24%	62
2024 Q4	$350K	Buy	+4,573	New	+$358K	0.28%	53

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Frederick Financial Consultants's AOA Position: Q1 2026 in Review

Frederick Financial Consultants reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.6% in Q1 2026, selling an estimated $32.7K and leaving 5,059 shares worth $448K. The position accounts for 0.22% of the portfolio, ranked #60.

Frederick Financial Consultants first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $485K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Frederick Financial Consultants held 5,059 shares of iShares Core 80/20 Aggressive Allocation ETF worth $448K as of Q1 2026.
Frederick Financial Consultants sold 359 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $32.7K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.22% of Frederick Financial Consultants's portfolio in Q1 2026, its #60 holding.
Frederick Financial Consultants first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's iShares Core 80/20 Aggressive Allocation ETF position peaked at $485K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.