Golden State Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Golden State Wealth 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	$164K	Buy	1,679 +161	+11%	+$15.4K	0.01%	448
2026 Q1	$134K	Sell	1,518 -210	-12%	-$19.1K	0.01%	447
2025 Q4	$155K	Buy	+1,728	New	+$154K	0.02%	425
2020 Q2	–	Sell	-139	Closed	-$7K	–	233
2020 Q1	$7K	Buy	+139	New	+$7.61K	﹤0.01%	675
2019 Q4	–	Sell	-139	Closed	-$8K	–	96
2019 Q3	$8K	Hold	139	–	–	﹤0.01%	775
2019 Q2	$7K	Hold	139	–	–	﹤0.01%	801
2019 Q1	$7K	Buy	+139	New	+$7.21K	﹤0.01%	827

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Golden State Wealth Management's AOA Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 11% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,679 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #448.

Golden State Wealth Management first reported a position in AOA in Q1 2019 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Golden State Wealth Management held 1,679 shares of iShares Core 80/20 Aggressive Allocation ETF worth $164K as of Q2 2026.
Golden State Wealth Management bought 161 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $15.4K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #448 holding.
Golden State Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and has held it in 7 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.