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

JFS Wealth 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	$483K	Sell	4,949 -449	-8%	-$42.8K	0.02%	230
2026 Q1	$478K	Sell	5,398 -454	-8%	-$41.4K	0.03%	235
2025 Q4	$524K	Buy	5,852 +1,310	+29%	+$117K	0.03%	223
2025 Q3	$400K	Buy	4,542 +88	+2%	+$7.49K	0.02%	248
2025 Q2	$371K	Buy	4,454 +202	+5%	+$15.8K	0.02%	235
2025 Q1	$325K	Sell	4,252 -88	-2%	-$6.86K	0.02%	249
2024 Q4	$332K	Buy	4,340 +13	+0.3%	+$1.02K	0.02%	236
2024 Q3	$341K	Sell	4,327 -26	-0.6%	-$1.98K	0.02%	237
2024 Q2	$326K	Buy	4,353 +94	+2%	+$6.87K	0.03%	187
2024 Q1	$313K	Buy	4,259 +91	+2%	+$6.42K	0.02%	198
2023 Q4	$288K	Sell	4,168 -2,918	-41%	-$190K	0.02%	195
2023 Q3	$450K	Buy	7,086 +20	+0.3%	+$1.31K	0.04%	154
2023 Q2	$469K	Buy	7,066 +202	+3%	+$13K	0.04%	155
2023 Q1	$436K	Sell	6,864 -9	-0.1%	-$562	0.04%	155
2022 Q4	$411K	Buy	6,873 +37	+0.5%	+$2.19K	0.04%	159
2022 Q3	$379K	Buy	6,836 +65	+1%	+$3.95K	0.04%	164
2022 Q2	$405K	Buy	6,771 +185	+3%	+$11.8K	0.04%	155
2022 Q1	$454K	Hold	6,586	–	–	0.04%	165
2021 Q4	$480K	Sell	6,586 -259	-4%	-$18.7K	0.05%	161
2021 Q3	$478K	Sell	6,845 -737	-10%	-$52.5K	0.05%	151
2021 Q2	$536K	Buy	7,582 +2,516	+50%	+$175K	0.08%	115
2021 Q1	$339K	Buy	5,066 +18	+0.4%	+$1.19K	0.07%	118
2020 Q4	$324K	Buy	5,048 +13	+0.3%	+$795	0.07%	118
2020 Q3	$292K	Buy	5,035 +128	+3%	+$7.38K	0.07%	113
2020 Q2	$269K	Buy	4,907 +233	+5%	+$12.1K	0.07%	118
2020 Q1	$222K	Hold	4,674	–	–	0.07%	120
2019 Q4	$271K	Sell	4,674 -4,181	-47%	-$236K	0.07%	122
2019 Q3	$486K	Buy	8,855 +42	+0.5%	+$2.29K	0.12%	94
2019 Q2	$486K	Buy	8,813 +113	+1%	+$6.1K	0.12%	91
2019 Q1	$466K	Buy	8,700 +30	+0.3%	+$1.55K	0.12%	91
2018 Q4	$421K	Buy	8,670 +909	+12%	+$46.5K	0.11%	94
2018 Q3	$424K	Buy	7,761 +32	+0.4%	+$1.73K	0.11%	100
2018 Q2	$413K	Buy	7,729 +415	+6%	+$22.3K	0.11%	99
2018 Q1	$391K	Buy	7,314 +132	+2%	+$7.21K	0.1%	103
2017 Q4	$387K	Buy	7,182 +10	+0.1%	+$546	0.09%	101
2017 Q3	$384K	Buy	7,172 +3	+0%	+$158	0.1%	98
2017 Q2	$371K	Buy	7,169 +264	+4%	+$13.5K	0.1%	91
2017 Q1	$326K	Hold	6,905	–	–	0.09%	101
2016 Q4	$326K	Sell	6,905 -77	-1%	-$3.61K	0.09%	101
2016 Q3	$331K	Sell	6,982 -1,920	-22%	-$90.2K	0.09%	100
2016 Q2	$408K	Buy	8,902 +1,962	+28%	+$89.3K	0.11%	104
2016 Q1	$314K	Buy	6,940 +114	+2%	+$4.92K	0.09%	104
2015 Q4	$306K	Buy	+6,826	New	+$311K	0.09%	108

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

JFS Wealth Advisors's AOA Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8.3% in Q2 2026, selling an estimated $42.8K and leaving 4,949 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #230.

JFS Wealth Advisors first reported a position in AOA in Q4 2015 and has held it in 43 quarters since. The position peaked at $536K in Q2 2021. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

JFS Wealth Advisors held 4,949 shares of iShares Core 80/20 Aggressive Allocation ETF worth $483K as of Q2 2026.
JFS Wealth Advisors sold 449 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $42.8K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #230 holding.
JFS Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and has held it in 43 quarters since.
JFS Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $536K in Q2 2021.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.