Keystone Financial Group (Georgia)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Keystone Financial Group (Georgia)’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 Q1	–	Sell	-16	Closed	-$1.43K	–	135
2025 Q4	$1.43K	Buy	+16	New	+$1.43K	﹤0.01%	127
2025 Q2	–	Sell	-10	Closed	-$775	–	149
2025 Q1	$775	Buy	+10	New	+$779	﹤0.01%	147

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Keystone Financial Group (Georgia)'s AOA Position: Q1 2026 in Review

Keystone Financial Group (Georgia) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 16 shares — an estimated $1.43K sold.

Keystone Financial Group (Georgia) first reported a position in AOA in Q1 2025 and held it in 2 quarters. The position peaked at $1.43K in Q4 2025. 405 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Keystone Financial Group (Georgia) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Keystone Financial Group (Georgia) sold 16 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $1.43K.
Keystone Financial Group (Georgia) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and held it in 2 quarters.
Keystone Financial Group (Georgia)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.43K in Q4 2025.
405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.