Hobbs Group Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Hobbs Group 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	$1.2M	Buy	12,267 +2,186	+22%	+$209K	0.32%	54
2026 Q1	$892K	Sell	10,081 -6,282	-38%	-$572K	0.27%	67
2025 Q4	$1.47M	Buy	16,363 +7,181	+78%	+$639K	0.44%	46
2025 Q3	$809K	Sell	9,182 -6,680	-42%	-$569K	0.25%	68
2025 Q2	$1.32M	Buy	15,862 +10,381	+189%	+$812K	0.45%	44
2025 Q1	$419K	Buy	5,481 +941	+21%	+$73.3K	0.16%	96
2024 Q4	$348K	Buy	4,540 +1,172	+35%	+$91.8K	0.13%	111
2024 Q3	$266K	Buy	3,368 +2,803	+496%	+$213K	0.1%	121
2024 Q2	$42.2K	Buy	+565	New	+$41.3K	0.02%	241
2023 Q4	$32.3K	Buy	+468	New	+$30.5K	0.01%	249

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

Hobbs Group Advisors's AOA Position: Q2 2026 in Review

Hobbs Group Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 22% in Q2 2026, buying an estimated $209K and bringing the position to 12,267 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #54.

Hobbs Group Advisors first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Hobbs Group Advisors held 12,267 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.2M as of Q2 2026.
Hobbs Group Advisors bought 2,186 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $209K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.32% of Hobbs Group Advisors's portfolio in Q2 2026, its #54 holding.
Hobbs Group Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.47M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.