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NBC Securities’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

NBC Securities’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 		$225K Buy
2,307
+98
+4% +$9.35K 0.02% 808
2026
Q1 		$196K Buy
2,209
+878
+66% +$80K 0.01% 835
2025
Q4 		$119K Sell
1,331
-4
-0.3% -$356 0.01% 1020
2025
Q3 		$118K Buy
1,335
+723
+118% +$61.6K 0.01% 1012
2025
Q2 		$51K Buy
612
+281
+85% +$22K ﹤0.01% 1320
2025
Q1 		$25K Buy
+331
New +$25.8K ﹤0.01% 1389

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

NBC Securities's AOA Position: Q2 2026 in Review

NBC Securities increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.4% in Q2 2026, buying an estimated $9.35K and bringing the position to 2,307 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #808.

NBC Securities first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • NBC Securities held 2,307 shares of iShares Core 80/20 Aggressive Allocation ETF worth $225K as of Q2 2026.
  • NBC Securities bought 98 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $9.35K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #808 holding.
  • NBC Securities first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.