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

Plan Group 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	$526K	Sell	5,390 -1,964	-27%	-$187K	0.11%	126
2026 Q1	$651K	Sell	7,354 -898	-11%	-$81.8K	0.15%	114
2025 Q4	$739K	Sell	8,252 -4,729	-36%	-$421K	0.19%	100
2025 Q3	$1.14M	Sell	12,981 -2,685	-17%	-$229K	0.31%	84
2025 Q2	$1.31M	Sell	15,666 -1,681	-10%	-$131K	0.43%	75
2025 Q1	$1.33M	Sell	17,347 -2,466	-12%	-$192K	0.47%	57
2024 Q4	$1.52M	Sell	19,813 -6,785	-26%	-$531K	0.8%	24
2024 Q3	$2.1M	Sell	26,598 -236	-0.9%	-$17.9K	1.11%	20
2024 Q2	$2.01M	Buy	26,834 +6,009	+29%	+$439K	1.23%	20
2024 Q1	$1.53M	Buy	20,825 +4,203	+25%	+$297K	1%	24
2023 Q4	$1.15M	Sell	16,622 -1,947	-10%	-$127K	1.01%	23
2023 Q3	$1.18M	Buy	+18,569	New	+$1.22M	0.85%	24

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

Plan Group Financial's AOA Position: Q2 2026 in Review

Plan Group Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 27% in Q2 2026, selling an estimated $187K and leaving 5,390 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #126.

Plan Group Financial first reported a position in AOA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q3 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Plan Group Financial held 5,390 shares of iShares Core 80/20 Aggressive Allocation ETF worth $526K as of Q2 2026.
Plan Group Financial sold 1,964 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $187K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.11% of Plan Group Financial's portfolio in Q2 2026, its #126 holding.
Plan Group Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 12 quarters since.
Plan Group Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.1M in Q3 2024.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.