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

JNBA Financial 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	$632K	Buy	6,477 +189	+3%	+$18K	0.05%	134
2026 Q1	$556K	Buy	6,288 +420	+7%	+$38.3K	0.05%	139
2025 Q4	$526K	Buy	5,868 +44	+0.8%	+$3.92K	0.05%	138
2025 Q3	$513K	Sell	5,824 -500	-8%	-$42.6K	0.05%	134
2025 Q2	$527K	Sell	6,324 -297	-4%	-$23.2K	0.05%	130
2025 Q1	$507K	Sell	6,621 -579	-8%	-$45.1K	0.05%	128
2024 Q4	$552K	Buy	7,200 +156	+2%	+$12.2K	0.06%	126
2024 Q3	$556K	Sell	7,044 -221	-3%	-$16.8K	0.06%	127
2024 Q2	$543K	Sell	7,265 -661	-8%	-$48.3K	0.06%	125
2024 Q1	$582K	Sell	7,926 -4,724	-37%	-$333K	0.06%	124
2023 Q4	$873K	Buy	12,650 +648	+5%	+$42.2K	0.1%	103
2023 Q3	$762K	Buy	12,002 +50	+0.4%	+$3.29K	0.1%	109
2023 Q2	$793K	Buy	11,952 +593	+5%	+$38.1K	0.1%	109
2023 Q1	$722K	Sell	11,359 -636	-5%	-$39.7K	0.09%	112
2022 Q4	$717K	Sell	11,995 -161	-1%	-$9.53K	0.1%	113
2022 Q3	$674K	Buy	12,156 +1,311	+12%	+$79.7K	0.1%	111
2022 Q2	$650K	Buy	10,845 +43	+0.4%	+$2.74K	0.1%	111
2022 Q1	$745K	Buy	10,802 +714	+7%	+$49.4K	0.1%	109
2021 Q4	$735K	Sell	10,088 -10	-0.1%	-$721	0.09%	107
2021 Q3	$705K	Buy	10,098 +83	+0.8%	+$5.91K	0.09%	107
2021 Q2	$708K	Sell	10,015 -527	-5%	-$36.7K	0.1%	102
2021 Q1	$706K	Sell	10,542 -257	-2%	-$17K	0.1%	101
2020 Q4	$693K	Buy	10,799 +10,553	+4,290%	+$645K	0.11%	93
2020 Q3	$14K	Buy	246 +1	+0.4%	+$58	﹤0.01%	376
2020 Q2	$13K	Sell	245 -12,008	-98%	-$625K	﹤0.01%	372
2020 Q1	$582K	Buy	12,253 +11,818	+2,717%	+$647K	0.14%	85
2019 Q4	$25K	Buy	435 +3	+0.7%	+$169	﹤0.01%	324
2019 Q3	$24K	Buy	432 +2	+0.5%	+$109	﹤0.01%	309
2019 Q2	$24K	Sell	430 -74	-15%	-$4K	﹤0.01%	320
2019 Q1	$27K	Sell	504 -19,244	-97%	-$998K	0.01%	292
2018 Q4	$959K	Buy	+19,748	New	+$1.01M	0.22%	56
2018 Q3	–	Sell	-18,405	Closed	-$983K	–	483
2018 Q2	$983K	Buy	18,405 +1,342	+8%	+$72.2K	0.21%	55
2018 Q1	$913K	Buy	17,063 +1,231	+8%	+$67.2K	0.2%	56
2017 Q4	$853K	Buy	15,832 +905	+6%	+$49.4K	0.18%	65
2017 Q3	$800K	Buy	14,927 +307	+2%	+$16.1K	0.18%	58
2017 Q2	$757K	Sell	14,620 -132	-0.9%	-$6.74K	0.17%	58
2017 Q1	$737K	Buy	14,752 +762	+5%	+$37.3K	0.17%	59
2016 Q4	$661K	Buy	+13,990	New	+$657K	0.16%	60

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

JNBA Financial Advisors's AOA Position: Q2 2026 in Review

JNBA Financial Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3% in Q2 2026, buying an estimated $18K and bringing the position to 6,477 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #134.

JNBA Financial Advisors first reported a position in AOA in Q4 2016 and has held it in 38 quarters since. The position peaked at $983K in Q2 2018. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

JNBA Financial Advisors held 6,477 shares of iShares Core 80/20 Aggressive Allocation ETF worth $632K as of Q2 2026.
JNBA Financial Advisors bought 189 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $18K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #134 holding.
JNBA Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and has held it in 38 quarters since.
JNBA Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $983K in Q2 2018.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.