Mather Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mather Group’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 Q3	$97.3K	Hold	1,000	–	–	﹤0.01%	965
2026 Q2	$97.6K	Hold	1,000	–	–	﹤0.01%	951
2026 Q1	$88.5K	Buy	+1,000	New	+$91.1K	﹤0.01%	923
2025 Q4	–	Sell	-1,000	Closed	-$88.1K	–	690
2025 Q3	$88.1K	Buy	+1,000	New	+$85.2K	﹤0.01%	792
2025 Q2	–	Sell	-1,018	Closed	-$77.9K	–	660
2025 Q1	$77.9K	Sell	1,018 -955	-48%	-$74.4K	﹤0.01%	812
2024 Q4	$151K	Hold	1,973	–	–	﹤0.01%	651
2024 Q3	$156K	Sell	1,973 -56	-3%	-$4.26K	﹤0.01%	642
2024 Q2	$149K	Buy	2,029 +1,074	+112%	+$78.5K	﹤0.01%	693
2024 Q1	$65.9K	Buy	+955	New	+$67.4K	﹤0.01%	812
2023 Q3	–	Sell	-1,073	Closed	-$71.2K	–	535
2023 Q2	$71.2K	Buy	+1,073	New	+$69K	﹤0.01%	566

Other funds holding AOA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $179M AUM 7.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Mather Group's AOA Position: Q3 2026 in Review

Mather Group held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2026 at 1,000 shares worth $97.3K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Mather Group first reported a position in AOA in Q2 2023 and has held it in 10 quarters since. The position peaked at $156K in Q3 2024. 129 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Mather Group held 1,000 shares of iShares Core 80/20 Aggressive Allocation ETF worth $97.3K as of Q3 2026.
Mather Group left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #965 holding.
Mather Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 10 quarters since.
Mather Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $156K in Q3 2024.
129 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.