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 Q1	$9.54K	Hold	108	–	–	﹤0.01%	559
2025 Q4	$9.65K	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

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 $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $43.3B AUM 29.3% 1-Year Est. Return

Nemes Rush Group's AOA Position: Q1 2026 in Review

Nemes Rush Group held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 108 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Nemes Rush Group first reported a position in AOA in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.65K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Nemes Rush Group held 108 shares of iShares Core 80/20 Aggressive Allocation ETF worth $9.54K as of Q1 2026.
Nemes Rush Group left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #559 holding.
Nemes Rush Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 12 quarters since.
Nemes Rush Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $9.65K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.