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Global Retirement Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Global Retirement Partners’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 		$598K Buy
+6,130
New +$585K 0.01% 957
2025
Q4 		$535K Sell
5,969
-10
-0.2% -$890 0.01% 930
2025
Q3 		$527K Buy
5,979
+146
+3% +$12.4K 0.01% 757
2025
Q2 		$486K Buy
+5,833
New +$456K 0.01% 723
2024
Q4 		$349K Buy
4,552
+2,049
+82% +$160K 0.01% 745
2024
Q3 		$198K Sell
2,503
-2
-0.1% -$152 0.01% 916
2024
Q2 		$187K Buy
2,505
+5
+0.2% +$365 0.01% 912
2024
Q1 		$184K Hold
2,500
– – 0.01% 824
2023
Q4 		$170K Buy
2,500
+266
+12% +$17.3K 0.01% 819
2023
Q3 		$139K Hold
2,234
– – 0.01% 812
2023
Q2 		$148K Buy
2,234
+3
+0.1% +$193 0.01% 803
2023
Q1 		$142K Buy
+2,231
New +$139K 0.01% 796
2022
Q3 		– Sell
-15
Closed -$1K – 2676
2022
Q2 		$1K Sell
15
-30
-67% -$1.91K ﹤0.01% 2337
2022
Q1 		$3K Buy
+45
New +$3.11K ﹤0.01% 2023
2021
Q4 		– Sell
-223
Closed -$16K – 322
2021
Q3 		$16K Buy
223
+92
+70% +$6.55K ﹤0.01% 1266
2021
Q2 		$9K Buy
131
+125
+2,083% +$8.7K ﹤0.01% 1388
2021
Q1 		$0 Buy
+6
New +$396 ﹤0.01% 1768

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

Global Retirement Partners's AOA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 6,130 shares worth $598K. The stake represents 0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AOA as recently as Q4 2025.

Global Retirement Partners first reported a position in AOA in Q1 2021 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Global Retirement Partners held 6,130 shares of iShares Core 80/20 Aggressive Allocation ETF worth $598K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #957 holding.
  • Global Retirement Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 17 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.