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 Q2	$367K	Hold	3,764	–	–	0.2%	45
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 $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

Gould Capital's AOA Position: Q2 2026 in Review

Gould Capital held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 3,764 shares worth $367K. The position accounts for 0.2% of the portfolio, ranked #45.

Gould Capital first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. The position peaked at $402K in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Gould Capital held 3,764 shares of iShares Core 80/20 Aggressive Allocation ETF worth $367K as of Q2 2026.
Gould Capital left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.2% of Gould Capital's portfolio in Q2 2026, its #45 holding.
Gould Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
Gould Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $402K in Q2 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.