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 Q3	$453K	Sell	4,657 -733	-14%	-$71.8K	0.09%	133
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $179M AUM 7.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Plan Group Financial's AOA Position: Q3 2026 in Review

Plan Group Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 14% in Q3 2026, selling an estimated $71.8K and leaving 4,657 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #133.

Plan Group Financial first reported a position in AOA in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.1M in Q3 2024. 151 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Plan Group Financial held 4,657 shares of iShares Core 80/20 Aggressive Allocation ETF worth $453K as of Q3 2026.
Plan Group Financial sold 733 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $71.8K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #133 holding.
Plan Group Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 13 quarters since.
Plan Group Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.1M in Q3 2024.
151 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.