Merit Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Merit Financial 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	$684K	Buy	7,008 +1,767	+34%	+$169K	﹤0.01%	1307
2026 Q1	$464K	Buy	5,241 +2,750	+110%	+$251K	﹤0.01%	1413
2025 Q4	$223K	Buy	+2,491	New	+$222K	﹤0.01%	1757
2025 Q1	–	Sell	-2,758	Closed	-$211K	–	1404
2024 Q4	$211K	Buy	+2,758	New	+$216K	﹤0.01%	1078

Other funds holding AOA

MFIM

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Merit Financial Group's AOA Position: Q2 2026 in Review

Merit Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 34% in Q2 2026, buying an estimated $169K and bringing the position to 7,008 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Merit Financial Group first reported a position in AOA in Q4 2024 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Merit Financial Group held 7,008 shares of iShares Core 80/20 Aggressive Allocation ETF worth $684K as of Q2 2026.
Merit Financial Group bought 1,767 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $169K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1307 holding.
Merit Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 4 quarters since.
120 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.