Princeton Global Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Princeton Global Asset Management’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	$6.15K	Hold	63	–	–	﹤0.01%	644
2026 Q1	$5.58K	Hold	63	–	–	﹤0.01%	671
2025 Q4	$5.64K	Hold	63	–	–	﹤0.01%	663
2025 Q3	$5.55K	Hold	63	–	–	﹤0.01%	619
2025 Q2	$5.25K	Hold	63	–	–	﹤0.01%	604
2025 Q1	$4.82K	Hold	63	–	–	﹤0.01%	499
2024 Q4	$4.83K	Hold	63	–	–	﹤0.01%	545
2024 Q3	$4.97K	Hold	63	–	–	﹤0.01%	548
2024 Q2	$4.71K	Hold	63	–	–	﹤0.01%	536
2024 Q1	$4.63K	Hold	63	–	–	﹤0.01%	494
2023 Q4	$4.35K	Hold	63	–	–	﹤0.01%	504
2023 Q3	$4K	Hold	63	–	–	﹤0.01%	485
2023 Q2	$4.18K	Hold	63	–	–	﹤0.01%	478
2023 Q1	$4.01K	Hold	63	–	–	﹤0.01%	489
2022 Q4	$4K	Hold	63	–	–	﹤0.01%	470
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	478
2022 Q2	$4K	Hold	63	–	–	﹤0.01%	478
2022 Q1	$4K	Hold	63	–	–	﹤0.01%	508
2021 Q4	$5K	Hold	63	–	–	﹤0.01%	448
2021 Q3	$4K	Hold	63	–	–	﹤0.01%	450
2021 Q2	$4K	Hold	63	–	–	﹤0.01%	467
2021 Q1	$4K	Hold	63	–	–	﹤0.01%	433
2020 Q4	$4K	Hold	63	–	–	﹤0.01%	431
2020 Q3	$4K	Hold	63	–	–	﹤0.01%	392
2020 Q2	$3K	Buy	+63	New	+$3.28K	﹤0.01%	470

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

Princeton Global Asset Management's AOA Position: Q2 2026 in Review

Princeton Global Asset Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 63 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Princeton Global Asset Management first reported a position in AOA in Q2 2020 and has held it in 25 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Princeton Global Asset Management held 63 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.15K as of Q2 2026.
Princeton Global Asset Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #644 holding.
Princeton Global Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2020 and has held it in 25 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.