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 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 $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Plan Group Financial's AOA Position: Q1 2026 in Review

Plan Group Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 11% in Q1 2026, selling an estimated $81.8K and leaving 7,354 shares worth $651K. The position accounts for 0.15% of the portfolio, ranked #114.

Plan Group Financial first reported a position in AOA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q3 2024. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Plan Group Financial held 7,354 shares of iShares Core 80/20 Aggressive Allocation ETF worth $651K as of Q1 2026.
Plan Group Financial sold 898 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $81.8K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.15% of Plan Group Financial's portfolio in Q1 2026, its #114 holding.
Plan Group Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 11 quarters since.
Plan Group Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.1M in Q3 2024.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.