McIlrath & Eck’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

McIlrath & Eck’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	$18.4K	Hold	208	–	–	﹤0.01%	854
2025 Q4	$18.6K	Sell	208 -43	-17%	-$3.83K	﹤0.01%	534
2025 Q3	$22.1K	Buy	251 +18	+8%	+$1.53K	﹤0.01%	483
2025 Q2	$19.4K	Buy	233 +44	+23%	+$3.44K	﹤0.01%	483
2025 Q1	$14.4K	Sell	189 -24	-11%	-$1.87K	﹤0.01%	539
2024 Q4	$16.4K	Buy	213 +17	+9%	+$1.33K	﹤0.01%	522
2024 Q3	$15.4K	Buy	196 +15	+8%	+$1.14K	﹤0.01%	534
2024 Q2	$13.6K	Buy	181 +47	+35%	+$3.44K	﹤0.01%	544
2024 Q1	$9.84K	Buy	134 +15	+13%	+$1.06K	﹤0.01%	604
2023 Q4	$8.22K	Buy	119 +2	+2%	+$130	﹤0.01%	593
2023 Q3	$7.43K	Sell	117 -44	-27%	-$2.89K	﹤0.01%	587
2023 Q2	$10.7K	Buy	161 +29	+22%	+$1.87K	﹤0.01%	548
2023 Q1	$8.39K	Buy	132 +96	+267%	+$6K	﹤0.01%	584
2022 Q4	$2.15K	Hold	36	–	–	﹤0.01%	746
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	739
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	720
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	719
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	679
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	676
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	675
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	678
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	616
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	577
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	580
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	547
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	557
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	546
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	552
2019 Q1	$2K	Buy	+36	New	+$1.87K	﹤0.01%	552
2018 Q3	–	Sell	-117	Closed	-$6K	–	532
2018 Q2	$6K	Sell	117 -872	-88%	-$46.9K	﹤0.01%	336
2018 Q1	$53K	Buy	989 +36	+4%	+$1.97K	0.03%	120
2017 Q4	$51K	Buy	+953	New	+$52K	0.03%	126

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

EIG

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $44.6B AUM 28.94% 1-Year Est. Return

McIlrath & Eck's AOA Position: Q1 2026 in Review

McIlrath & Eck held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 208 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

McIlrath & Eck first reported a position in AOA in Q4 2017 and has held it in 32 quarters since. The position peaked at $53K in Q1 2018. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

McIlrath & Eck held 208 shares of iShares Core 80/20 Aggressive Allocation ETF worth $18.4K as of Q1 2026.
McIlrath & Eck left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #854 holding.
McIlrath & Eck first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and has held it in 32 quarters since.
McIlrath & Eck's iShares Core 80/20 Aggressive Allocation ETF position peaked at $53K in Q1 2018.
406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.