IFP Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

IFP Advisors’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	$236K	Sell	2,421 -970	-29%	-$92.5K	﹤0.01%	1422
2026 Q1	$300K	Buy	3,391 +114	+3%	+$10.4K	0.01%	1198
2025 Q4	$293K	Buy	3,277 +1,393	+74%	+$124K	0.01%	1177
2025 Q3	$166K	Buy	1,884 +229	+14%	+$19.5K	﹤0.01%	1383
2025 Q2	$138K	Sell	1,655 -49	-3%	-$3.83K	﹤0.01%	1462
2025 Q1	$130K	Sell	1,704 -644	-27%	-$50.2K	﹤0.01%	1383
2024 Q4	$180K	Sell	2,348 -3,192	-58%	-$250K	0.01%	1168
2024 Q3	$437K	Buy	5,540 +4,039	+269%	+$307K	0.02%	744
2024 Q2	$112K	Buy	1,501 +25	+2%	+$1.83K	﹤0.01%	1316
2024 Q1	$108K	Sell	1,476 -13	-0.9%	-$917	﹤0.01%	1258
2023 Q4	$103K	Sell	1,489 -1,641	-52%	-$107K	﹤0.01%	1232
2023 Q3	$199K	Sell	3,130 -223	-7%	-$14.7K	0.01%	966
2023 Q2	$223K	Buy	3,353 +260	+8%	+$16.7K	0.01%	965
2023 Q1	$167K	Sell	3,093 -5,155	-63%	-$322K	0.01%	1018
2022 Q4	$454K	Sell	8,248 -1,396	-14%	-$82.6K	0.01%	935
2022 Q3	$532K	Buy	9,644 +46	+0.5%	+$2.79K	0.01%	905
2022 Q2	$528K	Hold	9,598	–	–	0.02%	821
2022 Q1	$528K	Buy	9,598 +5,297	+123%	+$366K	0.02%	821
2021 Q4	$319K	Buy	4,301 +4	+0.1%	+$288	0.01%	755
2021 Q3	$306K	Buy	4,297 +144	+3%	+$10.3K	0.01%	760
2021 Q2	$292K	Buy	4,153 +316	+8%	+$22K	0.01%	733
2021 Q1	$255K	Sell	3,837 -1,477	-28%	-$97.5K	0.01%	731
2020 Q4	$336K	Buy	5,314 +1,290	+32%	+$78.9K	0.01%	624
2020 Q3	$231K	Buy	4,024 +102	+3%	+$5.88K	0.01%	651
2020 Q2	$212K	Sell	3,922 -27	-0.7%	-$1.41K	0.02%	645
2020 Q1	$190K	Buy	3,949 +50	+1%	+$2.74K	0.02%	590
2019 Q4	$225K	Sell	3,899 -164	-4%	-$9.24K	0.02%	630
2019 Q3	$223K	Buy	+4,063	New	+$221K	0.01%	734
2019 Q1	$131K	Sell	2,456 -555	-18%	-$28.8K	0.02%	597
2018 Q4	$146K	Sell	3,011 -2,740	-48%	-$140K	0.01%	1002
2018 Q3	$314K	Sell	5,751 -945	-14%	-$51.2K	0.01%	871
2018 Q2	$358K	Sell	6,696 -594	-8%	-$32K	0.02%	802
2018 Q1	$393K	Hold	7,290	–	–	0.02%	716
2017 Q4	$393K	Sell	7,290 -1,783	-20%	-$97.4K	0.02%	715
2017 Q3	$486K	Buy	9,073 +415	+5%	+$21.8K	0.02%	705
2017 Q2	$448K	Sell	8,658 -5,362	-38%	-$274K	0.02%	722
2017 Q1	$700K	Buy	14,020 +2,416	+21%	+$118K	0.03%	540
2016 Q4	$548K	Buy	11,604 +1,574	+16%	+$73.9K	0.03%	582
2016 Q3	$476K	Sell	10,030 -6,208	-38%	-$292K	0.02%	582
2016 Q2	$745K	Buy	16,238 +13,782	+561%	+$627K	0.04%	423
2016 Q1	$131K	Sell	2,456 -14,586	-86%	-$630K	0.02%	597
2015 Q4	$764K	Buy	+17,042	New	+$777K	0.05%	372

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

IFP Advisors's AOA Position: Q2 2026 in Review

IFP Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 29% in Q2 2026, selling an estimated $92.5K and leaving 2,421 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

IFP Advisors first reported a position in AOA in Q4 2015 and has held it in 42 quarters since. The position peaked at $764K in Q4 2015. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

IFP Advisors held 2,421 shares of iShares Core 80/20 Aggressive Allocation ETF worth $236K as of Q2 2026.
IFP Advisors sold 970 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $92.5K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1422 holding.
IFP Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $764K in Q4 2015.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.