Nemes Rush Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Nemes Rush 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 Q3	$10.6K	Buy	109 +1	+0.9%	+$98	﹤0.01%	558
2026 Q2	$10.6K	Hold	108	–	–	﹤0.01%	571
2026 Q1	$9.5K	Hold	108	–	–	﹤0.01%	559
2025 Q4	$9.7K	Buy	108 +2	+2%	+$178	﹤0.01%	551
2025 Q3	$9.38K	Hold	106	–	–	﹤0.01%	493
2025 Q2	$8.81K	Buy	106 +1	+1%	+$78	﹤0.01%	488
2025 Q1	$8.06K	Hold	105	–	–	﹤0.01%	491
2024 Q4	$8.07K	Buy	105 +1	+1%	+$78	﹤0.01%	496
2024 Q3	$7.64K	Hold	104	–	–	﹤0.01%	425
2024 Q2	$7.78K	Hold	104	–	–	﹤0.01%	430
2024 Q1	$7.64K	Hold	104	–	–	﹤0.01%	462
2023 Q4	$7.18K	Hold	104	–	–	﹤0.01%	456
2023 Q3	$6.6K	Hold	104	–	–	﹤0.01%	448
2023 Q2	$6.9K	Buy	+104	New	+$6.69K	﹤0.01%	461

Other funds holding AOA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nemes Rush Group's AOA Position: Q3 2026 in Review

Nemes Rush Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.93% in Q3 2026, buying an estimated $98 and bringing the position to 109 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Nemes Rush Group first reported a position in AOA in Q2 2023 and has held it in 14 quarters since. 272 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Nemes Rush Group held 109 shares of iShares Core 80/20 Aggressive Allocation ETF worth $10.6K as of Q3 2026.
Nemes Rush Group bought 1 iShares Core 80/20 Aggressive Allocation ETF share in Q3 2026, an estimated $98.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q3 2026, its #558 holding.
Nemes Rush Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 14 quarters since.
272 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.