Lloyd Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Lloyd Advisory Services’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	$174K	Buy	+1,785	New	+$170K	0.07%	126
2026 Q1	–	Sell	-1,700	Closed	-$152K	–	868
2025 Q4	$152K	Buy	+1,700	New	+$151K	0.06%	141
2022 Q2	–	Sell	-1,433	Closed	-$99K	–	90
2022 Q1	$99K	Buy	1,433 +215	+18%	+$14.9K	0.05%	163
2021 Q4	$89K	Buy	1,218 +17	+1%	+$1.23K	0.04%	139
2021 Q3	$84K	Buy	1,201 +32	+3%	+$2.28K	0.04%	131
2021 Q2	$83K	Buy	1,169 +25	+2%	+$1.74K	0.04%	126
2021 Q1	$77K	Sell	1,144 -95	-8%	-$6.27K	0.04%	114
2020 Q4	$79K	Buy	1,239 +25	+2%	+$1.53K	0.04%	94
2020 Q3	$70K	Buy	1,214 +33	+3%	+$1.9K	0.04%	90
2020 Q2	$65K	Buy	1,181 +23	+2%	+$1.2K	0.04%	93
2020 Q1	$55K	Buy	1,158 +3	+0.3%	+$164	0.04%	82
2019 Q4	$67K	Buy	+1,155	New	+$65.1K	0.06%	104

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

Lloyd Advisory Services's AOA Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 1,785 shares worth $174K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in AOA as recently as Q4 2025.

Lloyd Advisory Services first reported a position in AOA in Q4 2019 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Lloyd Advisory Services held 1,785 shares of iShares Core 80/20 Aggressive Allocation ETF worth $174K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Lloyd Advisory Services position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #126 holding.
Lloyd Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 12 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.