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Marino Stram & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Marino Stram & Associates’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 		$3.01M Sell
30,812
-182
-0.6% -$17.4K 0.48% 36
2026
Q1 		$2.74M Buy
30,994
+48
+0.2% +$4.37K 0.49% 40
2025
Q4 		$2.77M Sell
30,946
-1,889
-6% -$168K 0.5% 35
2025
Q3 		$2.89M Sell
32,835
-535
-2% -$45.6K 0.52% 36
2025
Q2 		$2.78M Buy
33,370
+103
+0.3% +$8.05K 0.56% 32
2025
Q1 		$2.54M Buy
33,267
+101
+0.3% +$7.87K 0.57% 33
2024
Q4 		$2.54M Sell
33,166
-80
-0.2% -$6.27K 0.56% 32
2024
Q3 		$2.62M Buy
33,246
+14
+0% +$1.06K 0.59% 32
2024
Q2 		$2.49M Sell
33,232
-32
-0.1% -$2.34K 0.61% 31
2024
Q1 		$2.44M Sell
33,264
-39
-0.1% -$2.75K 0.58% 33
2023
Q4 		$2.3M Buy
33,303
+103
+0.3% +$6.71K 0.59% 30
2023
Q3 		$2.11M Sell
33,200
-1,408
-4% -$92.5K 0.62% 32
2023
Q2 		$2.3M Sell
34,608
-56
-0.2% -$3.6K 0.65% 30
2023
Q1 		$2.2M Buy
34,664
+198
+0.6% +$12.4K 0.67% 29
2022
Q4 		$2.06M Sell
34,466
-996
-3% -$59K 0.65% 28
2022
Q3 		$1.97M Buy
35,462
+476
+1% +$28.9K 0.71% 27
2022
Q2 		$2.1M Sell
34,986
-2,904
-8% -$185K 0.73% 26
2022
Q1 		$2.61M Sell
37,890
-893
-2% -$61.8K 0.82% 23
2021
Q4 		$2.82M Sell
38,783
-397
-1% -$28.6K 0.87% 21
2021
Q3 		$2.73M Buy
+39,180
New +$2.79M 0.95% 16
2021
Q2 		– Sell
-39,821
Closed -$2.67M – 249
2021
Q1 		$2.67M Buy
39,821
+357
+0.9% +$23.6K 1.04% 16
2020
Q4 		$2.53M Sell
39,464
-1,424
-3% -$87.1K 1.12% 17
2020
Q3 		$2.37M Sell
40,888
-1,801
-4% -$104K 1.27% 16
2020
Q2 		$2.34M Sell
42,689
-1,315
-3% -$68.4K 1.39% 14
2020
Q1 		$2.09M Sell
44,004
-10,259
-19% -$562K 1.61% 14
2019
Q4 		$3.15M Sell
54,263
-1,607
-3% -$90.6K 2.06% 11
2019
Q3 		$3.07M Buy
55,870
+265
+0.5% +$14.4K 2.17% 11
2019
Q2 		$3.07M Sell
55,605
-3,326
-6% -$180K 2.25% 10
2019
Q1 		$3.15M Sell
58,931
-1,179
-2% -$61.1K 2.28% 10
2018
Q4 		$2.9M Buy
60,110
+2,101
+4% +$107K 2.53% 9
2018
Q3 		$3.17M Buy
58,009
+1,555
+3% +$84.2K 2.54% 8
2018
Q2 		$3.02M Buy
56,454
+5,120
+10% +$276K 2.68% 8
2018
Q1 		$2.75M Buy
51,334
+1,728
+3% +$94.3K 2.54% 7
2017
Q4 		$2.67M Buy
+49,606
New +$2.71M 2.47% 7

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

Marino Stram & Associates's AOA Position: Q2 2026 in Review

Marino Stram & Associates reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.59% in Q2 2026, selling an estimated $17.4K and leaving 30,812 shares worth $3.01M. The position accounts for 0.48% of the portfolio, ranked #36.

Marino Stram & Associates first reported a position in AOA in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.17M in Q3 2018. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Marino Stram & Associates held 30,812 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.01M as of Q2 2026.
  • Marino Stram & Associates sold 182 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.48% of Marino Stram & Associates's portfolio in Q2 2026, its #36 holding.
  • Marino Stram & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and has held it in 34 quarters since.
  • Marino Stram & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.17M in Q3 2018.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.