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Prosperity Consulting Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Prosperity Consulting Group’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 		$8.36M Buy
85,630
+3,055
+4% +$291K 0.32% 56
2026
Q1 		$7.31M Buy
82,575
+7,120
+9% +$649K 0.33% 55
2025
Q4 		$6.76M Buy
75,455
+4,576
+6% +$407K 0.3% 60
2025
Q3 		$6.25M Buy
70,879
+11,218
+19% +$955K 0.31% 60
2025
Q2 		$4.98M Buy
59,661
+6,674
+13% +$522K 0.36% 63
2025
Q1 		$4.05M Buy
52,987
+9,619
+22% +$749K 0.31% 79
2024
Q4 		$3.32M Buy
43,368
+4,185
+11% +$328K 0.25% 92
2024
Q3 		$3.09M Buy
39,183
+9,414
+32% +$715K 0.24% 97
2024
Q2 		$2.23M Buy
29,769
+5,955
+25% +$435K 0.3% 88
2024
Q1 		$1.75M Buy
23,814
+9,447
+66% +$667K 0.22% 107
2023
Q4 		$992K Buy
+14,367
New +$936K 0.33% 64

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

Prosperity Consulting Group's AOA Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.7% in Q2 2026, buying an estimated $291K and bringing the position to 85,630 shares worth $8.36M. The position accounts for 0.32% of the portfolio, ranked #56.

Prosperity Consulting Group first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Prosperity Consulting Group held 85,630 shares of iShares Core 80/20 Aggressive Allocation ETF worth $8.36M as of Q2 2026.
  • Prosperity Consulting Group bought 3,055 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $291K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.32% of Prosperity Consulting Group's portfolio in Q2 2026, its #56 holding.
  • Prosperity Consulting Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.