Orin Green Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Orin Green Financial’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	$824K	Buy	8,445 +132	+2%	+$12.6K	0.3%	45
2026 Q1	$736K	Buy	8,313 +596	+8%	+$54.3K	0.3%	46
2025 Q4	$691K	Buy	7,717 +53	+0.7%	+$4.72K	0.28%	49
2025 Q3	$676K	Hold	7,664	–	–	0.27%	48
2025 Q2	$639K	Sell	7,664 -97	-1%	-$7.58K	0.27%	49
2025 Q1	$565K	Buy	+7,761	New	+$605K	0.27%	48
2024 Q4	–	Sell	-7,187	Closed	-$563K	–	50
2024 Q3	$567K	Sell	7,187 -201	-3%	-$15.3K	0.24%	50
2024 Q2	$552K	Buy	+7,388	New	+$540K	0.25%	47
2024 Q1	–	Sell	-7,188	Closed	-$507K	–	47
2023 Q4	$496K	Sell	7,188 -121	-2%	-$7.88K	0.24%	48
2023 Q3	$464K	Buy	7,309 +591	+9%	+$38.8K	0.26%	45
2023 Q2	$446K	Buy	6,718 +377	+6%	+$24.3K	0.23%	47
2023 Q1	$403K	Buy	6,341 +70	+1%	+$4.37K	0.22%	49
2022 Q4	$375K	Buy	6,271 +34	+0.5%	+$2.01K	0.22%	48
2022 Q3	$344K	Sell	6,237 -34	-0.5%	-$2.07K	0.22%	47
2022 Q2	$373K	Buy	6,271 +88	+1%	+$5.6K	0.23%	47
2022 Q1	$426K	Buy	+6,183	New	+$428K	0.28%	45
2021 Q4	–	Sell	-6,072	Closed	-$424K	–	61
2021 Q3	$424K	Buy	6,072 +13	+0.2%	+$926	0.3%	46
2021 Q2	$428K	Buy	6,059 +395	+7%	+$27.5K	0.3%	45
2021 Q1	$379K	Hold	5,664	–	–	0.31%	46
2020 Q4	$364K	Buy	+5,664	New	+$346K	0.29%	46

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

Orin Green Financial's AOA Position: Q2 2026 in Review

Orin Green Financial increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.6% in Q2 2026, buying an estimated $12.6K and bringing the position to 8,445 shares worth $824K. The position accounts for 0.3% of the portfolio, ranked #45.

Orin Green Financial first reported a position in AOA in Q4 2020 and has held it in 20 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Orin Green Financial held 8,445 shares of iShares Core 80/20 Aggressive Allocation ETF worth $824K as of Q2 2026.
Orin Green Financial bought 132 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $12.6K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.3% of Orin Green Financial's portfolio in Q2 2026, its #45 holding.
Orin Green Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 20 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.