O'Donnell Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

O'Donnell Financial Services’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	$3.15M	Buy	32,227 +351	+1%	+$33.5K	0.93%	23
2026 Q1	$2.81M	Buy	31,876 +442	+1%	+$40.3K	0.97%	23
2025 Q4	$2.82M	Sell	31,434 -1,247	-4%	-$111K	0.96%	22
2025 Q3	$2.88M	Buy	32,681 +2,656	+9%	+$226K	1.02%	21
2025 Q2	$2.5M	Buy	30,025 +2,355	+9%	+$184K	0.96%	20
2025 Q1	$2.12M	Buy	27,670 +1,386	+5%	+$108K	0.87%	19
2024 Q4	$2.02M	Buy	26,284 +465	+2%	+$36.4K	0.85%	19
2024 Q3	$2.04M	Buy	25,819 +791	+3%	+$60.1K	0.83%	19
2024 Q2	$1.87M	Buy	25,028 +3,472	+16%	+$254K	0.83%	18
2024 Q1	$1.58M	Buy	21,556 +465	+2%	+$32.8K	0.72%	19
2023 Q4	$1.46M	Buy	+21,091	New	+$1.37M	0.73%	19

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

O'Donnell Financial Services's AOA Position: Q2 2026 in Review

O'Donnell Financial Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.1% in Q2 2026, buying an estimated $33.5K and bringing the position to 32,227 shares worth $3.15M. The position accounts for 0.93% of the portfolio, ranked #23.

O'Donnell Financial Services first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

O'Donnell Financial Services held 32,227 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.15M as of Q2 2026.
O'Donnell Financial Services bought 351 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $33.5K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.93% of O'Donnell Financial Services's portfolio in Q2 2026, its #23 holding.
O'Donnell Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.