Paladin Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Paladin Advisory 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 Q2	$878	Hold	9	–	–	﹤0.01%	241
2026 Q1	$796	Sell	9 -64	-88%	-$5.83K	﹤0.01%	238
2025 Q4	$6.54K	Hold	73	–	–	﹤0.01%	217
2025 Q3	$6.43K	Hold	73	–	–	0.01%	210
2025 Q2	$6.09K	Hold	73	–	–	﹤0.01%	208
2025 Q1	$5.58K	Buy	73 +65	+813%	+$5.07K	﹤0.01%	212
2024 Q4	$613	Hold	8	–	–	﹤0.01%	233
2024 Q3	$631	Hold	8	–	–	﹤0.01%	233
2024 Q2	$598	Hold	8	–	–	﹤0.01%	223
2024 Q1	$586	Buy	+8	New	+$565	﹤0.01%	224

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Paladin Advisory Group's AOA Position: Q2 2026 in Review

Paladin Advisory Group held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 9 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Paladin Advisory Group first reported a position in AOA in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.54K in Q4 2025. 204 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Paladin Advisory Group held 9 shares of iShares Core 80/20 Aggressive Allocation ETF worth $878 as of Q2 2026.
Paladin Advisory Group left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #241 holding.
Paladin Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 10 quarters since.
Paladin Advisory Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.54K in Q4 2025.
204 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.