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 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 $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFG Advisory's AOA Position: Q1 2026 in Review

IFG Advisory reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 99% in Q1 2026, selling an estimated $644K and leaving 79 shares worth $6.99K. The position accounts for 0.02% of the portfolio, ranked #282.

IFG Advisory first reported a position in AOA in Q4 2019 and has held it in 11 quarters since. The position peaked at $905K in Q2 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

IFG Advisory held 79 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.99K as of Q1 2026.
IFG Advisory sold 7,070 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $644K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of IFG Advisory's portfolio in Q1 2026, its #282 holding.
IFG Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 11 quarters since.
IFG Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $905K in Q2 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.