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

Mayfair Advisory 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 Q1	$324K	Buy	3,664 +169	+5%	+$15.4K	0.11%	135
2025 Q4	$315K	Buy	3,495 +89	+3%	+$7.92K	0.12%	128
2025 Q3	$300K	Buy	3,406 +50	+1%	+$4.26K	0.13%	137
2025 Q2	$284K	Buy	3,356 +207	+7%	+$16.2K	0.13%	139
2025 Q1	$241K	Hold	3,149	–	–	0.14%	138
2024 Q4	$241K	Buy	3,149 +244	+8%	+$19.1K	0.14%	131
2024 Q3	$228K	Hold	2,905	–	–	0.14%	135
2024 Q2	$222K	Buy	+2,905	New	+$212K	0.15%	129
2020 Q1	–	Sell	-5,418	Closed	-$314K	–	34
2019 Q4	$314K	Buy	+5,418	New	+$305K	0.96%	25

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mayfair Advisory Group's AOA Position: Q1 2026 in Review

Mayfair Advisory Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.8% in Q1 2026, buying an estimated $15.4K and bringing the position to 3,664 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #135.

Mayfair Advisory Group first reported a position in AOA in Q4 2019 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Mayfair Advisory Group held 3,664 shares of iShares Core 80/20 Aggressive Allocation ETF worth $324K as of Q1 2026.
Mayfair Advisory Group bought 169 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $15.4K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Mayfair Advisory Group's portfolio in Q1 2026, its #135 holding.
Mayfair Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 9 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.