Larson Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Larson Financial Group’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	$59.8K	Buy	613 +2	+0.3%	+$191	﹤0.01%	1439
2026 Q1	$54.1K	Sell	611 -377	-38%	-$34.3K	﹤0.01%	1315
2025 Q4	$88.5K	Buy	988 +11	+1%	+$979	﹤0.01%	971
2025 Q3	$86.1K	Buy	977 +7	+0.7%	+$596	﹤0.01%	959
2025 Q2	$80.9K	Sell	970 -8	-0.8%	-$626	﹤0.01%	914
2025 Q1	$74.8K	Buy	978 +411	+72%	+$32K	﹤0.01%	877
2024 Q4	$43.5K	Buy	567 +7	+1%	+$548	﹤0.01%	945
2024 Q3	$44.2K	Buy	560 +4	+0.7%	+$304	﹤0.01%	946
2024 Q2	$41.6K	Buy	556 +546	+5,460%	+$39.9K	﹤0.01%	854
2024 Q1	$735	Hold	10	–	–	﹤0.01%	1501
2023 Q4	$691	Hold	10	–	–	﹤0.01%	1530
2023 Q3	$635	Hold	10	–	–	﹤0.01%	1552
2023 Q2	$663	Sell	10 -101	-91%	-$6.5K	﹤0.01%	1412
2023 Q1	$7.06K	Buy	111 +62	+127%	+$3.87K	﹤0.01%	1013
2022 Q4	$2.93K	Buy	49 +39	+390%	+$2.31K	﹤0.01%	1135
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1168
2022 Q2	$1K	Buy	+10	New	+$636	﹤0.01%	1082

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

Larson Financial Group's AOA Position: Q2 2026 in Review

Larson Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.33% in Q2 2026, buying an estimated $191 and bringing the position to 613 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Larson Financial Group first reported a position in AOA in Q2 2022 and has held it in 17 quarters since. The position peaked at $88.5K in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Larson Financial Group held 613 shares of iShares Core 80/20 Aggressive Allocation ETF worth $59.8K as of Q2 2026.
Larson Financial Group bought 2 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $191.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1439 holding.
Larson Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and has held it in 17 quarters since.
Larson Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $88.5K in Q4 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.