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Game Plan Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Game Plan Financial 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
Q1 		– Sell
-1
Closed -$90 – 343
2025
Q4 		$90 Buy
+1
New +$89 ﹤0.01% 332

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Wells Fargo
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Game Plan Financial Advisors's AOA Position: Q1 2026 in Review

Game Plan Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 1 share — an estimated $90 sold.

Game Plan Financial Advisors first reported a position in AOA in Q4 2025 and held it in 1 quarter. The position peaked at $90 in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Game Plan Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Game Plan Financial Advisors sold 1 iShares Core 80/20 Aggressive Allocation ETF share in Q1 2026, an estimated $90.
  • Game Plan Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Game Plan Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $90 in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.