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

Integrity 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 		$547K Sell
5,601
-77
-1% -$7.34K 0.26% 74
2026
Q1 		$502K Sell
5,678
-675
-11% -$61.5K 0.25% 82
2025
Q4 		$569K Sell
6,353
-335
-5% -$29.8K 0.29% 71
2025
Q3 		$589K Sell
6,688
-53
-0.8% -$4.51K 0.28% 78
2025
Q2 		$562K Sell
6,741
-758
-10% -$59.3K 0.29% 82
2025
Q1 		$574K Sell
7,499
-645
-8% -$50.3K 0.33% 69
2024
Q4 		$624K Sell
8,144
-47
-0.6% -$3.68K 0.36% 64
2024
Q3 		$646K Sell
8,191
-700
-8% -$53.2K 0.38% 62
2024
Q2 		$665K Sell
8,891
-1,075
-11% -$78.6K 0.42% 54
2024
Q1 		$732K Sell
9,966
-533
-5% -$37.6K 0.5% 47
2023
Q4 		$725K Sell
10,499
-389
-4% -$25.4K 0.53% 43
2023
Q3 		$691K Sell
10,888
-159
-1% -$10.4K 0.52% 47
2023
Q2 		$733K Sell
11,047
-2,167
-16% -$139K 0.53% 45
2023
Q1 		$840K Sell
13,214
-581
-4% -$36.3K 0.68% 39
2022
Q4 		$824K Sell
13,795
-186
-1% -$11K 0.78% 31
2022
Q3 		$775K Sell
13,981
-24
-0.2% -$1.46K 0.81% 32
2022
Q2 		$839K Buy
14,005
+626
+5% +$39.8K 0.8% 31
2022
Q1 		$922K Buy
13,379
+92
+0.7% +$6.36K 0.76% 34
2021
Q4 		$968K Buy
+13,287
New +$958K 0.72% 35

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

Integrity Financial's AOA Position: Q2 2026 in Review

Integrity Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q2 2026, selling an estimated $7.34K and leaving 5,601 shares worth $547K. The position accounts for 0.26% of the portfolio, ranked #74.

Integrity Financial first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. The position peaked at $968K in Q4 2021. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Integrity Financial held 5,601 shares of iShares Core 80/20 Aggressive Allocation ETF worth $547K as of Q2 2026.
  • Integrity Financial sold 77 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $7.34K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.26% of Integrity Financial's portfolio in Q2 2026, its #74 holding.
  • Integrity Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • Integrity Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $968K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.