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Partners in Financial Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Partners in Financial Planning’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 		$258K Hold
2,919
– – 0.04% 110
2025
Q4 		$261K Buy
2,919
+540
+23% +$48.1K 0.04% 102
2025
Q3 		$210K Buy
+2,379
New +$203K 0.04% 113

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 $445B AUM 25.58% 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

Partners in Financial Planning's AOA Position: Q1 2026 in Review

Partners in Financial Planning held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 2,919 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #110.

Partners in Financial Planning first reported a position in AOA in Q3 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 405 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Partners in Financial Planning held 2,919 shares of iShares Core 80/20 Aggressive Allocation ETF worth $258K as of Q1 2026.
  • Partners in Financial Planning left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Partners in Financial Planning's portfolio in Q1 2026, its #110 holding.
  • Partners in Financial Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • Partners in Financial Planning's iShares Core 80/20 Aggressive Allocation ETF position peaked at $261K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.