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

Madrona 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	$201K	Buy	+2,060	New	+$197K	0.04%	139
2024 Q1	–	Sell	-3,010	Closed	-$208K	–	100
2023 Q4	$208K	Sell	3,010 -1,110	-27%	-$72.3K	0.08%	81
2023 Q3	$262K	Sell	4,120 -381	-8%	-$25K	0.12%	80
2023 Q2	$299K	Hold	4,501	–	–	0.15%	74
2023 Q1	$286K	Hold	4,501	–	–	0.15%	66
2022 Q4	$269K	Sell	4,501 -1	-0%	-$59	0.15%	57
2022 Q3	$250K	Sell	4,502 -930	-17%	-$56.5K	0.15%	60
2022 Q2	$325K	Sell	5,432 -7,391	-58%	-$470K	0.19%	55
2022 Q1	$873K	Sell	12,823 -28,183	-69%	-$1.95M	0.43%	32
2021 Q4	$2.99M	Buy	41,006 +3,360	+9%	+$242K	1.26%	22
2021 Q3	$2.63M	Buy	37,646 +1,188	+3%	+$84.6K	1.25%	22
2021 Q2	$2.58M	Sell	36,458 -159	-0.4%	-$11.1K	1.32%	21
2021 Q1	$2.45M	Buy	36,617 +1,555	+4%	+$103K	1.26%	23
2020 Q4	$2.25M	Buy	35,062 +3,394	+11%	+$207K	1.26%	23
2020 Q3	$1.84M	Buy	31,668 +1,855	+6%	+$107K	1.15%	23
2020 Q2	$1.64M	Sell	29,813 -834	-3%	-$43.4K	1.13%	22
2020 Q1	$1.46M	Sell	30,647 -3,765	-11%	-$206K	1.21%	24
2019 Q4	$2M	Sell	34,412 -955	-3%	-$53.8K	1.45%	24
2019 Q3	$1.94M	Sell	35,367 -860	-2%	-$46.9K	1.43%	24
2019 Q2	$2M	Sell	36,227 -18,664	-34%	-$1.01M	1.85%	19
2019 Q1	$2.94M	Sell	54,891 -1,608	-3%	-$83.4K	3.22%	10
2018 Q4	$2.74M	Sell	56,499 -1,100	-2%	-$56.2K	2.42%	12
2018 Q3	$3.15M	Buy	57,599 +2,509	+5%	+$136K	2.39%	12
2018 Q2	$2.94M	Sell	55,090 -1,413	-3%	-$76.1K	2.37%	12
2018 Q1	$3.02M	Buy	56,503 +4,064	+8%	+$222K	2.41%	13
2017 Q4	$2.83M	Buy	52,439 +3,026	+6%	+$165K	2.39%	13
2017 Q3	$2.65M	Buy	49,413 +4,947	+11%	+$260K	2.43%	12
2017 Q2	$2.3M	Buy	44,466 +1,957	+5%	+$99.9K	2.34%	12
2017 Q1	$2.12M	Buy	42,509 +12,481	+42%	+$611K	2.27%	12
2016 Q4	$1.42M	Sell	30,028 -46	-0.2%	-$2.16K	1.57%	15
2016 Q3	$1.43M	Sell	30,074 -2,517	-8%	-$118K	1.52%	15
2016 Q2	$1.5M	Buy	32,591 +2,892	+10%	+$132K	1.59%	14
2016 Q1	$1.35M	Buy	29,699 +14,877	+100%	+$642K	1.39%	17
2015 Q4	$665K	Buy	14,822 +4,001	+37%	+$182K	0.67%	20
2015 Q3	$472K	Buy	10,821 +1,416	+15%	+$64.9K	0.51%	22
2015 Q2	$446K	Buy	9,405 +452	+5%	+$21.8K	0.46%	22
2015 Q1	$425K	Sell	8,953 -505	-5%	-$23.7K	0.43%	26
2014 Q4	$438K	Buy	+9,458	New	+$434K	0.47%	26

Other funds holding AOA

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SFG

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Madrona Financial Services opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 2,060 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings. This is a return to the name: Madrona Financial Services previously reported a position in AOA as recently as Q4 2023.

Madrona Financial Services first reported a position in AOA in Q4 2014 and has held it in 38 quarters since. The position peaked at $3.15M in Q3 2018. 82 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Madrona Financial Services held 2,060 shares of iShares Core 80/20 Aggressive Allocation ETF worth $201K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Madrona Financial Services position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Madrona Financial Services's portfolio in Q2 2026, its #139 holding.
Madrona Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and has held it in 38 quarters since.
Madrona Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.15M in Q3 2018.
82 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.