Landmark Wealth Management (New York)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Landmark Wealth Management (New York)’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	$255K	Sell	2,609 -121	-4%	-$11.5K	0.06%	137
2026 Q1	$242K	Buy	+2,730	New	+$249K	0.06%	137
2025 Q3	–	Sell	-2,940	Closed	-$245K	–	86
2025 Q2	$245K	Sell	2,940 -219	-7%	-$17.1K	0.1%	82
2025 Q1	$242K	Sell	3,159 -17	-0.5%	-$1.32K	0.11%	73
2024 Q4	$243K	Sell	3,176 -208	-6%	-$16.3K	0.11%	72
2024 Q3	$267K	Buy	+3,384	New	+$257K	0.12%	70
2024 Q2	–	Sell	-3,764	Closed	-$277K	–	50
2024 Q1	$277K	Sell	3,764 -698	-16%	-$49.3K	0.13%	65
2023 Q4	$308K	Buy	4,462 +304	+7%	+$19.8K	0.15%	59
2023 Q3	$264K	Buy	+4,158	New	+$273K	0.15%	62
2023 Q2	–	Sell	-4,283	Closed	-$272K	–	43
2023 Q1	$272K	Sell	4,283 -604	-12%	-$37.7K	0.15%	63
2022 Q4	$292K	Sell	4,887 -326	-6%	-$19.3K	0.21%	53
2022 Q3	$289K	Buy	+5,213	New	+$317K	0.22%	54
2022 Q2	–	Sell	-10,562	Closed	-$369K	–	48
2022 Q1	$369K	Buy	+10,562	New	+$730K	0.19%	56

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

Landmark Wealth Management (New York)'s AOA Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.4% in Q2 2026, selling an estimated $11.5K and leaving 2,609 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #137.

Landmark Wealth Management (New York) first reported a position in AOA in Q1 2022 and has held it in 13 quarters since. The position peaked at $369K in Q1 2022. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Landmark Wealth Management (New York) held 2,609 shares of iShares Core 80/20 Aggressive Allocation ETF worth $255K as of Q2 2026.
Landmark Wealth Management (New York) sold 121 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $11.5K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #137 holding.
Landmark Wealth Management (New York) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 13 quarters since.
Landmark Wealth Management (New York)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $369K in Q1 2022.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.