MML Investors Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

MML Investors 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	$644K	Buy	6,603 +1,520	+30%	+$145K	﹤0.01%	2290
2026 Q1	$450K	Sell	5,083 -28	-0.5%	-$2.55K	﹤0.01%	2294
2025 Q4	$458K	Buy	5,111 +613	+14%	+$54.6K	﹤0.01%	2325
2025 Q3	$396K	Sell	4,498 -240	-5%	-$20.4K	﹤0.01%	2319
2025 Q2	$395K	Buy	4,738 +604	+15%	+$47.2K	﹤0.01%	2244
2025 Q1	$316K	Sell	4,134 -474	-10%	-$36.9K	﹤0.01%	2282
2024 Q4	$353K	Buy	+4,608	New	+$361K	﹤0.01%	2159
2024 Q1	–	Sell	-2,914	Closed	-$201K	–	2473
2023 Q4	$201K	Buy	+2,914	New	+$190K	﹤0.01%	2313
2023 Q3	–	Sell	-3,629	Closed	-$241K	–	2299
2023 Q2	$241K	Buy	+3,629	New	+$233K	﹤0.01%	2060
2022 Q3	–	Sell	-3,577	Closed	-$214K	–	2074
2022 Q2	$214K	Sell	3,577 -34	-0.9%	-$2.16K	﹤0.01%	1868
2022 Q1	$249K	Sell	3,611 -4,194	-54%	-$290K	﹤0.01%	1835
2021 Q4	$568K	Buy	+7,805	New	+$563K	﹤0.01%	1332
2021 Q2	–	Sell	-3,122	Closed	-$209K	–	1895
2021 Q1	$209K	Buy	+3,122	New	+$206K	﹤0.01%	1705
2020 Q1	–	Sell	-3,459	Closed	-$201K	–	1397
2019 Q4	$201K	Sell	3,459 -484	-12%	-$27.3K	﹤0.01%	1434
2019 Q3	$217K	Sell	3,943 -426	-10%	-$23.2K	﹤0.01%	1362
2019 Q2	$241K	Sell	4,369 -287	-6%	-$15.5K	﹤0.01%	1410
2019 Q1	$249K	Buy	+4,656	New	+$241K	﹤0.01%	1362
2018 Q3	–	Sell	-3,987	Closed	-$213K	–	1594
2018 Q2	$213K	Buy	3,987 +111	+3%	+$5.98K	﹤0.01%	1242
2018 Q1	$207K	Buy	+3,876	New	+$212K	﹤0.01%	1259

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services's AOA Position: Q2 2026 in Review

MML Investors Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 30% in Q2 2026, buying an estimated $145K and bringing the position to 6,603 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

MML Investors Services first reported a position in AOA in Q1 2018 and has held it in 19 quarters since. 277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

MML Investors Services held 6,603 shares of iShares Core 80/20 Aggressive Allocation ETF worth $644K as of Q2 2026.
MML Investors Services bought 1,520 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $145K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2290 holding.
MML Investors Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and has held it in 19 quarters since.
277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.