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 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 $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 $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

O'Donnell Financial Services's AOA Position: Q1 2026 in Review

O'Donnell Financial Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q1 2026, buying an estimated $40.3K and bringing the position to 31,876 shares worth $2.81M. The position accounts for 0.97% of the portfolio, ranked #23.

O'Donnell Financial Services first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

O'Donnell Financial Services held 31,876 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.81M as of Q1 2026.
O'Donnell Financial Services bought 442 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $40.3K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.97% of O'Donnell Financial Services's portfolio in Q1 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 10 quarters since.
O'Donnell Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.88M in Q3 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.