Horizon Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Horizon Financial Services’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	$1.27K	Sell	13 -41	-76%	-$3.91K	﹤0.01%	526
2026 Q1	$4.78K	Hold	54	–	–	﹤0.01%	322
2025 Q4	$4.84K	Hold	54	–	–	﹤0.01%	258
2025 Q3	$4.76K	Hold	54	–	–	﹤0.01%	299
2025 Q2	$4.5K	Hold	54	–	–	﹤0.01%	165
2025 Q1	$4.13K	Hold	54	–	–	﹤0.01%	149
2024 Q4	$4.14K	Sell	54 -47	-47%	-$3.68K	﹤0.01%	150
2024 Q3	$7.97K	Hold	101	–	–	﹤0.01%	133
2024 Q2	$7.55K	Sell	101 -4	-4%	-$292	﹤0.01%	136
2024 Q1	$7.71K	Buy	+105	New	+$7.41K	0.01%	138

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Horizon Financial Services's AOA Position: Q2 2026 in Review

Horizon Financial Services reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 76% in Q2 2026, selling an estimated $3.91K and leaving 13 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Horizon Financial Services first reported a position in AOA in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.97K in Q3 2024. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Horizon Financial Services held 13 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.27K as of Q2 2026.
Horizon Financial Services sold 41 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $3.91K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #526 holding.
Horizon Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 10 quarters since.
Horizon Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $7.97K in Q3 2024.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.