Keating Financial Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Keating Financial Advisory Services’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	$8.69K	Hold	89	–	–	﹤0.01%	1296
2026 Q1	$7.85K	Hold	89	–	–	﹤0.01%	1229
2025 Q4	$7.95K	Buy	+89	New	+$7.92K	﹤0.01%	1162

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

Keating Financial Advisory Services's AOA Position: Q2 2026 in Review

Keating Financial Advisory Services held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 89 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Keating Financial Advisory Services first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Keating Financial Advisory Services held 89 shares of iShares Core 80/20 Aggressive Allocation ETF worth $8.69K as of Q2 2026.
Keating Financial Advisory Services left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1296 holding.
Keating Financial Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
423 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.