Morton Brown Family Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Morton Brown Family Wealth’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	$18.9K	Hold	194	–	–	﹤0.01%	165
2026 Q1	$17.2K	Buy	194 +1	+0.5%	+$91	﹤0.01%	164
2025 Q4	$17.3K	Buy	193 +2	+1%	+$178	﹤0.01%	162
2025 Q3	$16.8K	Hold	191	–	–	﹤0.01%	148
2025 Q2	$15.9K	Sell	191 -90	-32%	-$7.04K	﹤0.01%	161
2025 Q1	$21.5K	Hold	281	–	–	0.01%	141
2024 Q4	$21.5K	Buy	281 +42	+18%	+$3.29K	0.01%	135
2024 Q3	$18.9K	Buy	239 +50	+26%	+$3.8K	0.01%	137
2024 Q2	$14.3K	Buy	189 +18	+11%	+$1.32K	0.01%	143
2024 Q1	$12.6K	Buy	171 +21	+14%	+$1.48K	0.01%	143
2023 Q4	$10.4K	Buy	150 +120	+400%	+$7.82K	﹤0.01%	180
2023 Q3	$1.91K	Hold	30	–	–	﹤0.01%	161
2023 Q2	$1.99K	Hold	30	–	–	﹤0.01%	152
2023 Q1	$1.91K	Hold	30	–	–	﹤0.01%	198
2022 Q4	$1.79K	Hold	30	–	–	﹤0.01%	142
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	167
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	189
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	126
2021 Q4	$2K	Buy	+30	New	+$2.16K	﹤0.01%	158

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

Morton Brown Family Wealth's AOA Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 194 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Morton Brown Family Wealth first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.5K in Q4 2024. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Morton Brown Family Wealth held 194 shares of iShares Core 80/20 Aggressive Allocation ETF worth $18.9K as of Q2 2026.
Morton Brown Family Wealth left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #165 holding.
Morton Brown Family Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $21.5K in Q4 2024.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.