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Frisco Financial Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Frisco Financial Planning’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
Q3 		$79.2K Buy
814
+142
+21% +$13.9K 0.06% 22
2026
Q2 		$65.6K Buy
672
+2
+0.3% +$191 0.05% 23
2026
Q1 		$59.3K Hold
670
– – 0.05% 23
2025
Q4 		$60K Buy
670
+9
+1% +$801 0.05% 25
2025
Q3 		$58.3K Buy
661
+4
+0.6% +$341 0.05% 23
2025
Q2 		$54.8K Buy
657
+3
+0.5% +$235 0.05% 18
2025
Q1 		$50.1K Hold
654
– – 0.05% 18
2024
Q4 		$50.1K Buy
+654
New +$51.2K 0.05% 17

Other funds holding AOA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Frisco Financial Planning's AOA Position: Q3 2026 in Review

Frisco Financial Planning increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 21% in Q3 2026, buying an estimated $13.9K and bringing the position to 814 shares worth $79.2K. The position accounts for 0.06% of the portfolio, ranked #22.

Frisco Financial Planning first reported a position in AOA in Q4 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • Frisco Financial Planning held 814 shares of iShares Core 80/20 Aggressive Allocation ETF worth $79.2K as of Q3 2026.
  • Frisco Financial Planning bought 142 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $13.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Frisco Financial Planning's portfolio in Q3 2026, its #22 holding.
  • Frisco Financial Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 8 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.