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Marion Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Marion Wealth Management’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 		$825K Buy
8,454
+372
+5% +$35.5K 0.17% 90
2026
Q1 		$715K Buy
8,082
+400
+5% +$36.4K 0.16% 85
2025
Q4 		$704K Buy
7,682
+631
+9% +$56.2K 0.16% 86
2025
Q3 		$621K Sell
7,051
-79
-1% -$6.73K 0.15% 87
2025
Q2 		$595K Sell
7,130
-1,209
-14% -$94.5K 0.15% 87
2025
Q1 		$638K Buy
8,339
+860
+11% +$67K 0.17% 84
2024
Q4 		$573K Buy
7,479
+289
+4% +$22.6K 0.15% 88
2024
Q3 		$567K Buy
7,190
+218
+3% +$16.6K 0.15% 85
2024
Q2 		$521K Buy
6,972
+817
+13% +$59.7K 0.15% 89
2024
Q1 		$452K Buy
6,155
+662
+12% +$46.7K 0.14% 91
2023
Q4 		$379K Buy
5,493
+374
+7% +$24.4K 0.12% 96
2023
Q3 		$325K Buy
5,119
+256
+5% +$16.8K 0.11% 96
2023
Q2 		$323K Buy
4,863
+664
+16% +$42.7K 0.11% 90
2023
Q1 		$267K Buy
4,199
+485
+13% +$30.3K 0.1% 95
2022
Q4 		$222K Buy
+3,714
New +$220K 0.09% 98

Other funds holding AOA

CI
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
SW
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
WP
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

Marion Wealth Management's AOA Position: Q2 2026 in Review

Marion Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.6% in Q2 2026, buying an estimated $35.5K and bringing the position to 8,454 shares worth $825K. The position accounts for 0.17% of the portfolio, ranked #90.

Marion Wealth Management first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 82 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Marion Wealth Management held 8,454 shares of iShares Core 80/20 Aggressive Allocation ETF worth $825K as of Q2 2026.
  • Marion Wealth Management bought 372 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.17% of Marion Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Marion Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.