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Matthew Hamilton Rosenberg’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Matthew Hamilton Rosenberg’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 		$5.58K Buy
+57
New +$5.58K ﹤0.01% 701

Other funds holding AOA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Matthew Hamilton Rosenberg's AOA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2026: 57 shares worth $5.58K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings.

6 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • Matthew Hamilton Rosenberg held 57 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.58K as of Q3 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Matthew Hamilton Rosenberg position in Q3 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #701 holding.
  • 6 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.