Great Valley Advisor Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Great Valley Advisor Group’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	$561K	Buy	6,336 +166	+3%	+$15.1K	0.01%	656
2025 Q4	$553K	Buy	6,170 +2,685	+77%	+$239K	0.01%	602
2025 Q3	$307K	Buy	3,485 +418	+14%	+$35.6K	0.01%	768
2025 Q2	$255K	Buy	+3,067	New	+$240K	0.01%	793
2025 Q1	–	Sell	-42,755	Closed	-$3.28M	–	873
2024 Q4	$3.28M	Buy	42,755 +16,528	+63%	+$1.29M	0.07%	244
2024 Q3	$2.07M	Buy	+26,227	New	+$1.99M	0.05%	302
2024 Q2	–	Sell	-3,363	Closed	-$247K	–	780
2024 Q1	$247K	Buy	+3,363	New	+$237K	0.01%	652
2022 Q4	–	Sell	-4,725	Closed	-$262K	–	702
2022 Q3	$262K	Hold	4,725	–	–	0.01%	563
2022 Q2	$283K	Sell	4,725 -312	-6%	-$19.9K	0.02%	559
2022 Q1	$347K	Hold	5,037	–	–	0.02%	463
2021 Q4	$367K	Buy	+5,037	New	+$363K	0.02%	450

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

Great Valley Advisor Group's AOA Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.7% in Q1 2026, buying an estimated $15.1K and bringing the position to 6,336 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #656.

Great Valley Advisor Group first reported a position in AOA in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.28M in Q4 2024. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Great Valley Advisor Group held 6,336 shares of iShares Core 80/20 Aggressive Allocation ETF worth $561K as of Q1 2026.
Great Valley Advisor Group bought 166 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $15.1K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #656 holding.
Great Valley Advisor Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 11 quarters since.
Great Valley Advisor Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.28M in Q4 2024.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.