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

Legacy Financial Group (Iowa)’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 		$7.12M Sell
72,975
-1,387
-2% -$132K 0.8% 33
2026
Q1 		$6.58M Sell
74,362
-691
-0.9% -$62.9K 0.83% 32
2025
Q4 		$6.89M Buy
75,053
+1,693
+2% +$151K 0.85% 31
2025
Q3 		$6.47M Sell
73,360
-9,755
-12% -$831K 0.85% 32
2025
Q2 		$6.93M Sell
83,115
-1,565
-2% -$122K 0.97% 25
2025
Q1 		$6.48M Sell
84,680
-6,109
-7% -$476K 1% 25
2024
Q4 		$6.96M Sell
90,789
-1,619
-2% -$127K 1.13% 22
2024
Q3 		$7.29M Buy
92,408
+9,245
+11% +$702K 1.4% 22
2024
Q2 		$6.22M Buy
83,163
+11,168
+16% +$816K 1.22% 23
2024
Q1 		$5.29M Buy
+71,995
New +$5.08M 1.07% 23
2023
Q4 		– Sell
-61,934
Closed -$3.93M – 52
2023
Q3 		$3.93M Buy
61,934
+946
+2% +$62.2K 0.92% 23
2023
Q2 		$4.05M Buy
60,988
+89
+0.1% +$5.72K 1.04% 24
2023
Q1 		$3.87M Sell
60,899
-3,785
-6% -$236K 1.06% 22
2022
Q4 		$3.86M Buy
64,684
+6,948
+12% +$411K 1.16% 21
2022
Q3 		$3.2M Buy
57,736
+819
+1% +$49.8K 1.07% 19
2022
Q2 		$3.41M Buy
56,917
+10,404
+22% +$662K 1.08% 19
2022
Q1 		$3.21M Buy
46,513
+14,662
+46% +$1.01M 0.94% 20
2021
Q4 		$2.3M Buy
31,851
+3,152
+11% +$227K 0.99% 19
2021
Q3 		$2M Buy
28,699
+9,637
+51% +$686K 0.6% 25
2021
Q2 		$1.35M Buy
19,062
+8,935
+88% +$621K 0.41% 40
2021
Q1 		$678K Buy
+10,127
New +$669K 0.24% 45

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

Legacy Financial Group (Iowa)'s AOA Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.9% in Q2 2026, selling an estimated $132K and leaving 72,975 shares worth $7.12M. The position accounts for 0.8% of the portfolio, ranked #33.

Legacy Financial Group (Iowa) first reported a position in AOA in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.29M in Q3 2024. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Legacy Financial Group (Iowa) held 72,975 shares of iShares Core 80/20 Aggressive Allocation ETF worth $7.12M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 1,387 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $132K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.8% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #33 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 21 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $7.29M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.