McNamara Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

McNamara Financial Services’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	$364K	Buy	3,734 +83	+2%	+$7.92K	0.06%	85
2026 Q1	$323K	Buy	3,651 +173	+5%	+$15.8K	0.06%	80
2025 Q4	$311K	Buy	3,478 +379	+12%	+$33.7K	0.06%	83
2025 Q3	$273K	Buy	3,099 +62	+2%	+$5.28K	0.05%	82
2025 Q2	$253K	Buy	3,037 +377	+14%	+$29.5K	0.05%	84
2025 Q1	$203K	Buy	+2,660	New	+$207K	0.04%	87
2024 Q4	–	Sell	-2,607	Closed	-$206K	–	73
2024 Q3	$206K	Buy	+2,607	New	+$198K	0.04%	85
2023 Q1	–	Sell	-3,909	Closed	-$234K	–	65
2022 Q4	$234K	Buy	+3,909	New	+$231K	0.06%	57

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

McNamara Financial Services's AOA Position: Q2 2026 in Review

McNamara Financial Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.3% in Q2 2026, buying an estimated $7.92K and bringing the position to 3,734 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #85.

McNamara Financial Services first reported a position in AOA in Q4 2022 and has held it in 8 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

McNamara Financial Services held 3,734 shares of iShares Core 80/20 Aggressive Allocation ETF worth $364K as of Q2 2026.
McNamara Financial Services bought 83 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $7.92K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of McNamara Financial Services's portfolio in Q2 2026, its #85 holding.
McNamara Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 8 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.