IFG Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

IFG Advisory’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	$697K	Buy	7,143 +7,064	+8,942%	+$674K	0.02%	512
2026 Q1	$6.99K	Sell	79 -7,070	-99%	-$644K	0.02%	282
2025 Q4	$640K	Sell	7,149 -243	-3%	-$21.6K	0.03%	452
2025 Q3	$652K	Sell	7,392 -3,460	-32%	-$295K	0.03%	441
2025 Q2	$905K	Buy	10,852 +2,609	+32%	+$204K	0.05%	369
2025 Q1	$631K	Buy	8,243 +726	+10%	+$56.6K	0.03%	389
2024 Q4	$576K	Buy	+7,517	New	+$589K	0.03%	387
2024 Q3	–	Sell	-6,298	Closed	-$471K	–	398
2024 Q2	$471K	Buy	+6,298	New	+$460K	0.03%	410
2021 Q4	–	Sell	-2,991	Closed	-$208K	–	499
2021 Q3	$208K	Hold	2,991	–	–	0.02%	461
2021 Q2	$211K	Sell	2,991 -155	-5%	-$10.8K	0.02%	452
2021 Q1	$210K	Buy	+3,146	New	+$208K	0.03%	454
2020 Q1	–	Sell	-6,436	Closed	-$373K	–	360
2019 Q4	$373K	Buy	+6,436	New	+$363K	0.07%	282

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

IFG Advisory's AOA Position: Q2 2026 in Review

IFG Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8,942% in Q2 2026, buying an estimated $674K and bringing the position to 7,143 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #512.

IFG Advisory first reported a position in AOA in Q4 2019 and has held it in 12 quarters since. The position peaked at $905K in Q2 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

IFG Advisory held 7,143 shares of iShares Core 80/20 Aggressive Allocation ETF worth $697K as of Q2 2026.
IFG Advisory bought 7,064 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $674K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #512 holding.
IFG Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 12 quarters since.
IFG Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $905K in Q2 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.