Raymond James Financial
AOA icon

Raymond James Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Raymond James 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 		$6.18M Sell
63,301
-8,485
-12% -$809K ﹤0.01% 2573
2026
Q1 		$6.35M Sell
71,786
-69,044
-49% -$6.29M ﹤0.01% 2403
2025
Q4 		$12.6M Buy
140,830
+103,943
+282% +$9.25M ﹤0.01% 1782
2025
Q3 		$3.25M Buy
36,887
+754
+2% +$64.2K ﹤0.01% 2791
2025
Q2 		$3.01M Sell
36,133
-7,992
-18% -$625K ﹤0.01% 2754
2025
Q1 		$3.38M Sell
44,125
-224,688
-84% -$17.5M ﹤0.01% 2605
2024
Q4 		$20.6M Buy
+268,813
New +$21.1M 0.01% 1297

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

Raymond James Financial's AOA Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q2 2026, selling an estimated $809K and leaving 63,301 shares worth $6.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Raymond James Financial first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.6M in Q4 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Raymond James Financial held 63,301 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.18M as of Q2 2026.
  • Raymond James Financial sold 8,485 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $809K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2573 holding.
  • Raymond James Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $20.6M in Q4 2024.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.