HFM Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

HFM Investment Advisors’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	$2.03M	Sell	22,899 -3,038	-12%	-$277K	0.78%	9
2025 Q4	$2.32M	Sell	25,937 -447	-2%	-$39.8K	0.91%	9
2025 Q3	$2.33M	Buy	26,384 +702	+3%	+$59.8K	0.94%	9
2025 Q2	$2.14M	Buy	25,682 +1,130	+5%	+$88.4K	0.94%	9
2025 Q1	$1.88M	Buy	+24,552	New	+$1.91M	0.91%	7

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 $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HFM Investment Advisors's AOA Position: Q1 2026 in Review

HFM Investment Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q1 2026, selling an estimated $277K and leaving 22,899 shares worth $2.03M. The position accounts for 0.78% of the portfolio, ranked #9.

HFM Investment Advisors first reported a position in AOA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

HFM Investment Advisors held 22,899 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.03M as of Q1 2026.
HFM Investment Advisors sold 3,038 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $277K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.78% of HFM Investment Advisors's portfolio in Q1 2026, its #9 holding.
HFM Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 5 quarters since.
HFM Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.33M in Q3 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.