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

HRT Financial’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 		$850K Buy
+8,717
New +$832K ﹤0.01% 2266
2024
Q2 		– Sell
-4,250
Closed -$312K – 2174
2024
Q1 		$312K Buy
+4,250
New +$300K ﹤0.01% 1525

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

HRT Financial's AOA Position: Q2 2026 in Review

HRT Financial opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 8,717 shares worth $850K. The stake represents ﹤0.01% of the portfolio and ranks #2266 among its holdings. This is a return to the name: HRT Financial previously reported a position in AOA as recently as Q1 2024.

HRT Financial first reported a position in AOA in Q1 2024 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • HRT Financial held 8,717 shares of iShares Core 80/20 Aggressive Allocation ETF worth $850K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new HRT Financial position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2266 holding.
  • HRT Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.