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 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%	-$4.25K	﹤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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mather Group's AOA Position: Q2 2026 in Review

Mather Group held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 1,000 shares worth $97.6K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Mather Group first reported a position in AOA in Q2 2023 and has held it in 9 quarters since. The position peaked at $156K in Q3 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Mather Group held 1,000 shares of iShares Core 80/20 Aggressive Allocation ETF worth $97.6K as of Q2 2026.
Mather Group left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #951 holding.
Mather Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 9 quarters since.
Mather Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $156K in Q3 2024.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.