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Kesler Norman & Wride’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Kesler Norman & Wride’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 		$392K Hold
4,013
– – 0.06% 216
2026
Q1 		$355K Sell
4,013
-352
-8% -$32.1K 0.06% 212
2025
Q4 		$391K Buy
+4,365
New +$389K 0.07% 206

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

Kesler Norman & Wride's AOA Position: Q2 2026 in Review

Kesler Norman & Wride held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 4,013 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #216.

Kesler Norman & Wride first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Kesler Norman & Wride held 4,013 shares of iShares Core 80/20 Aggressive Allocation ETF worth $392K as of Q2 2026.
  • Kesler Norman & Wride left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Kesler Norman & Wride's portfolio in Q2 2026, its #216 holding.
  • Kesler Norman & Wride first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.