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Oxford Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Oxford Financial 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 		$746K Buy
8,426
+326
+4% +$29.7K 0.04% 118
2025
Q4 		$725K Buy
8,100
+605
+8% +$53.9K 0.04% 113
2025
Q3 		$661K Sell
7,495
-291
-4% -$24.8K 0.04% 118
2025
Q2 		$649K Sell
7,786
-306
-4% -$23.9K 0.04% 112
2025
Q1 		$619K Buy
8,092
+287
+4% +$22.4K 0.04% 110
2024
Q4 		$598K Buy
7,805
+716
+10% +$56.1K 0.04% 121
2024
Q3 		$559K Sell
7,089
-1,228
-15% -$93.3K 0.04% 132
2024
Q2 		$622K Sell
8,317
-315
-4% -$23K 0.04% 126
2024
Q1 		$634K Buy
8,632
+410
+5% +$28.9K 0.04% 111
2023
Q4 		$568K Buy
8,222
+806
+11% +$52.5K 0.04% 124
2023
Q3 		$471K Sell
7,416
-266
-3% -$17.5K 0.04% 135
2023
Q2 		$510K Sell
7,682
-2,853
-27% -$184K 0.05% 136
2023
Q1 		$670K Sell
10,535
-605
-5% -$37.8K 0.08% 88
2022
Q4 		$666K Buy
11,140
+786
+8% +$46.5K 0.08% 90
2022
Q3 		$574K Sell
10,354
-217
-2% -$13.2K 0.09% 89
2022
Q2 		$633K Buy
10,571
+185
+2% +$11.8K 0.09% 90
2022
Q1 		$716K Buy
10,386
+848
+9% +$58.6K 0.09% 93
2021
Q4 		$695K Buy
9,538
+633
+7% +$45.6K 0.08% 99
2021
Q3 		$622K Buy
8,905
+6
+0.1% +$427 0.08% 98
2021
Q2 		$629K Buy
8,899
+1,153
+15% +$80.2K 0.08% 96
2021
Q1 		$518K Buy
7,746
+2,251
+41% +$149K 0.07% 106
2020
Q4 		$353K Buy
5,495
+2,672
+95% +$163K 0.05% 136
2020
Q3 		$164K Buy
2,823
+924
+49% +$53.3K 0.03% 156
2020
Q2 		$104K Sell
1,899
-20
-1% -$1.04K 0.02% 160
2020
Q1 		$91K Buy
+1,919
New +$105K 0.02% 166

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Oxford Financial Group's AOA Position: Q1 2026 in Review

Oxford Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4% in Q1 2026, buying an estimated $29.7K and bringing the position to 8,426 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #118.

Oxford Financial Group first reported a position in AOA in Q1 2020 and has held it in 25 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Oxford Financial Group held 8,426 shares of iShares Core 80/20 Aggressive Allocation ETF worth $746K as of Q1 2026.
  • Oxford Financial Group bought 326 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $29.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #118 holding.
  • Oxford Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and has held it in 25 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.