Gould Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Gould Capital’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	$333K	Sell	3,764 -200	-5%	-$18.2K	0.2%	46
2025 Q4	$355K	Hold	3,964	–	–	0.22%	47
2025 Q3	$349K	Sell	3,964 -857	-18%	-$73K	0.22%	49
2025 Q2	$402K	Sell	4,821 -240	-5%	-$18.8K	0.27%	45
2025 Q1	$387K	Buy	5,061 +108	+2%	+$8.41K	0.27%	45
2024 Q4	$379K	Buy	4,953 +35	+0.7%	+$2.74K	0.26%	49
2024 Q3	$388K	Sell	4,918 -46	-0.9%	-$3.5K	0.26%	48
2024 Q2	$371K	Hold	4,964	–	–	0.26%	46
2024 Q1	$365K	Sell	4,964 -55	-1%	-$3.88K	0.26%	48
2023 Q4	$347K	Sell	5,019 -12	-0.2%	-$782	0.25%	48
2023 Q3	$317K	Sell	5,031 -745	-13%	-$49K	0.26%	48
2023 Q2	$383K	Buy	5,776 +216	+4%	+$13.9K	0.29%	48
2023 Q1	$354K	Sell	5,560 -462	-8%	-$28.9K	0.27%	49
2022 Q4	$360K	Buy	6,022 +355	+6%	+$21K	0.29%	48
2022 Q3	$314K	Buy	5,667 +395	+7%	+$24K	0.27%	47
2022 Q2	$316K	Sell	5,272 -92	-2%	-$5.86K	0.25%	49
2022 Q1	$370K	Buy	5,364 +69	+1%	+$4.77K	0.27%	48
2021 Q4	$386K	Buy	+5,295	New	+$382K	0.27%	48

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gould Capital's AOA Position: Q1 2026 in Review

Gould Capital reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5% in Q1 2026, selling an estimated $18.2K and leaving 3,764 shares worth $333K. The position accounts for 0.2% of the portfolio, ranked #46.

Gould Capital first reported a position in AOA in Q4 2021 and has held it in 18 quarters since. The position peaked at $402K in Q2 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Gould Capital held 3,764 shares of iShares Core 80/20 Aggressive Allocation ETF worth $333K as of Q1 2026.
Gould Capital sold 200 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $18.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.2% of Gould Capital's portfolio in Q1 2026, its #46 holding.
Gould Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 18 quarters since.
Gould Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $402K in Q2 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.