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Madrid Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Madrid Financial 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 		$2.77M Buy
28,378
+4,619
+19% +$441K 1.47% 17
2026
Q1 		$2.1M Sell
23,759
-2,934
-11% -$267K 1.24% 17
2025
Q4 		$2.39M Buy
26,693
+4,370
+20% +$389K 1.72% 14
2025
Q3 		$1.97M Buy
22,323
+2,628
+13% +$224K 1.23% 16
2025
Q2 		$1.64M Buy
19,695
+660
+3% +$51.6K 1.11% 15
2025
Q1 		$1.46M Buy
19,035
+15,840
+496% +$1.23M 1.06% 15
2024
Q4 		$245K Buy
+3,195
New +$250K 0.19% 20

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

Madrid Financial Services's AOA Position: Q2 2026 in Review

Madrid Financial Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 19% in Q2 2026, buying an estimated $441K and bringing the position to 28,378 shares worth $2.77M. The position accounts for 1.47% of the portfolio, ranked #17.

Madrid Financial Services first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Madrid Financial Services held 28,378 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.77M as of Q2 2026.
  • Madrid Financial Services bought 4,619 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $441K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 1.47% of Madrid Financial Services's portfolio in Q2 2026, its #17 holding.
  • Madrid Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Madrid Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.