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Phil A. Younker & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Phil A. Younker & Associates’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 		$223K Hold
2,282
– – 0.15% 26
2026
Q1 		$202K Buy
+2,282
New +$208K 0.13% 34

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Phil A. Younker & Associates's AOA Position: Q2 2026 in Review

Phil A. Younker & Associates held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 2,282 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #26.

Phil A. Younker & Associates first reported a position in AOA in Q1 2026 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Phil A. Younker & Associates held 2,282 shares of iShares Core 80/20 Aggressive Allocation ETF worth $223K as of Q2 2026.
  • Phil A. Younker & Associates left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.15% of Phil A. Younker & Associates's portfolio in Q2 2026, its #26 holding.
  • Phil A. Younker & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.