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

Key Financial Inc’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	$3.61K	Hold	37	–	–	﹤0.01%	1072
2026 Q1	$3.27K	Hold	37	–	–	﹤0.01%	1108
2025 Q4	$3.31K	Hold	37	–	–	﹤0.01%	1107
2025 Q3	$3.27K	Hold	37	–	–	﹤0.01%	1125
2025 Q2	$3.09K	Hold	37	–	–	﹤0.01%	1122
2025 Q1	$2.83K	Hold	37	–	–	﹤0.01%	1103
2024 Q4	$2.83K	Hold	37	–	–	﹤0.01%	1105
2024 Q3	$2.92K	Hold	37	–	–	﹤0.01%	1065
2024 Q2	$2.77K	Hold	37	–	–	﹤0.01%	1067
2024 Q1	$2.72K	Hold	37	–	–	﹤0.01%	1061
2023 Q4	$2.56K	Hold	37	–	–	﹤0.01%	1065
2023 Q3	$2.35K	Hold	37	–	–	﹤0.01%	1088
2023 Q2	$2.46K	Hold	37	–	–	﹤0.01%	1137
2023 Q1	$2.35K	Hold	37	–	–	﹤0.01%	933
2022 Q4	$2.05K	Hold	37	–	–	﹤0.01%	949
2022 Q3	$2K	Hold	37	–	–	﹤0.01%	924
2022 Q2	$2K	Buy	+37	New	+$2.35K	﹤0.01%	918

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

Key Financial Inc's AOA Position: Q2 2026 in Review

Key Financial Inc held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 37 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Key Financial Inc first reported a position in AOA in Q2 2022 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Key Financial Inc held 37 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.61K as of Q2 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q2 2026, its #1072 holding.
Key Financial Inc first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and has held it in 17 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.