Greystone Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Greystone Financial 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 Q2	$1.54M	Buy	15,817 +1,444	+10%	+$138K	0.43%	44
2026 Q1	$1.27M	Sell	14,373 -8,032	-36%	-$732K	0.36%	45
2025 Q4	$2.01M	Sell	22,405 -443	-2%	-$39.4K	0.31%	50
2025 Q3	$2.01M	Buy	22,848 +349	+2%	+$29.7K	0.31%	52
2025 Q2	$1.88M	Buy	22,499 +385	+2%	+$30.1K	0.31%	50
2025 Q1	$1.69M	Buy	22,114 +142	+0.6%	+$11.1K	0.31%	55
2024 Q4	$1.68M	Sell	21,972 -278	-1%	-$21.8K	0.29%	56
2024 Q3	$1.76M	Buy	22,250 +87	+0.4%	+$6.61K	0.31%	54
2024 Q2	$1.66M	Sell	22,163 -99	-0.4%	-$7.24K	0.32%	51
2024 Q1	$1.64M	Buy	22,262 +2,514	+13%	+$177K	0.33%	50
2023 Q4	$1.36M	Sell	19,748 -164	-0.8%	-$10.7K	0.32%	53
2023 Q3	$1.26M	Sell	19,912 -640	-3%	-$42.1K	0.32%	53
2023 Q2	$1.36M	Buy	20,552 +134	+0.7%	+$8.62K	0.32%	54
2023 Q1	$1.3M	Sell	20,418 -98	-0.5%	-$6.12K	0.33%	49
2022 Q4	$1.23M	Buy	+20,516	New	+$1.21M	0.36%	43
2022 Q3	–	Sell	-18,525	Closed	-$1.11M	–	71
2022 Q2	$1.11M	Sell	18,525 -198	-1%	-$12.6K	0.35%	49
2022 Q1	$1.29M	Sell	18,723 -219	-1%	-$15.1K	0.33%	56
2021 Q4	$1.38M	Buy	18,942 +3,692	+24%	+$266K	0.33%	60
2021 Q3	$1.06M	Sell	15,250 -4,269	-22%	-$304K	0.32%	61
2021 Q2	$1.38M	Buy	19,519 +8	+0%	+$556	0.34%	58
2021 Q1	$1.35M	Buy	19,511 +950	+5%	+$62.7K	0.34%	55
2020 Q4	$1.24M	Buy	+18,561	New	+$1.13M	0.34%	57

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

Greystone Financial Group's AOA Position: Q2 2026 in Review

Greystone Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 10% in Q2 2026, buying an estimated $138K and bringing the position to 15,817 shares worth $1.54M. The position accounts for 0.43% of the portfolio, ranked #44.

Greystone Financial Group first reported a position in AOA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.01M in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Greystone Financial Group held 15,817 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.54M as of Q2 2026.
Greystone Financial Group bought 1,444 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $138K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.43% of Greystone Financial Group's portfolio in Q2 2026, its #44 holding.
Greystone Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 22 quarters since.
Greystone Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.01M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.