HP
AOA icon

Holistic Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Holistic Planning’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 		– Sell
-3,009
Closed -$266K – 339
2026
Q1 		$266K Buy
+3,009
New +$274K 0.05% 253

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

Holistic Planning's AOA Position: Q2 2026 in Review

Holistic Planning sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 3,009 shares — an estimated $266K sold.

Holistic Planning first reported a position in AOA in Q1 2026 and held it in 1 quarter. The position peaked at $266K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Holistic Planning reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 3,009 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $266K.
  • Holistic Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Holistic Planning's iShares Core 80/20 Aggressive Allocation ETF position peaked at $266K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.