HIA
AOA icon

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
Q2 		$1.48M Sell
15,128
-7,771
-34% -$741K 0.52% 9
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
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

HFM Investment Advisors's AOA Position: Q2 2026 in Review

HFM Investment Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 34% in Q2 2026, selling an estimated $741K and leaving 15,128 shares worth $1.48M. The position accounts for 0.52% of the portfolio, ranked #9.

HFM Investment Advisors first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • HFM Investment Advisors held 15,128 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.48M as of Q2 2026.
  • HFM Investment Advisors sold 7,771 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $741K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.52% of HFM Investment Advisors's portfolio in Q2 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 6 quarters since.
  • HFM Investment Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.33M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.