MPS Loria Financial Planners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

MPS Loria Financial Planners’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	$953K	Buy	10,772 +1,462	+16%	+$133K	0.25%	28
2025 Q4	$834K	Buy	9,310 +670	+8%	+$59.7K	0.21%	30
2025 Q3	$762K	Buy	8,640 +297	+4%	+$25.3K	0.2%	31
2025 Q2	$696K	Buy	8,343 +132	+2%	+$10.3K	0.2%	34
2025 Q1	$628K	Buy	8,211 +3,820	+87%	+$298K	0.19%	33
2024 Q4	$336K	Buy	+4,391	New	+$344K	0.1%	59

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $38.8B AUM 21.88% 1-Year Est. Return

MPS Loria Financial Planners's AOA Position: Q1 2026 in Review

MPS Loria Financial Planners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 16% in Q1 2026, buying an estimated $133K and bringing the position to 10,772 shares worth $953K. The position accounts for 0.25% of the portfolio, ranked #28.

MPS Loria Financial Planners first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

MPS Loria Financial Planners held 10,772 shares of iShares Core 80/20 Aggressive Allocation ETF worth $953K as of Q1 2026.
MPS Loria Financial Planners bought 1,462 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $133K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.25% of MPS Loria Financial Planners's portfolio in Q1 2026, its #28 holding.
MPS Loria Financial Planners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.