GEN Financial Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

GEN Financial Management’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	$885K	Sell	9,070 -405	-4%	-$38.6K	0.53%	23
2026 Q1	$838K	Sell	9,475 -239	-2%	-$21.8K	0.52%	27
2025 Q4	$870K	Buy	9,714 +1,705	+21%	+$152K	0.55%	24
2025 Q3	$706K	Buy	8,009 +103	+1%	+$8.77K	0.61%	26
2025 Q2	$659K	Sell	7,906 -3,257	-29%	-$255K	0.54%	27
2025 Q1	$854K	Sell	11,163 -1,924	-15%	-$150K	0.58%	19
2024 Q4	$1M	Buy	+13,087	New	+$1.03M	0.65%	18

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

GEN Financial Management's AOA Position: Q2 2026 in Review

GEN Financial Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.3% in Q2 2026, selling an estimated $38.6K and leaving 9,070 shares worth $885K. The position accounts for 0.53% of the portfolio, ranked #23.

GEN Financial Management first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2024. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

GEN Financial Management held 9,070 shares of iShares Core 80/20 Aggressive Allocation ETF worth $885K as of Q2 2026.
GEN Financial Management sold 405 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $38.6K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.53% of GEN Financial Management's portfolio in Q2 2026, its #23 holding.
GEN Financial Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
GEN Financial Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1M in Q4 2024.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.