Ritter Daniher Financial Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ritter Daniher Financial Advisory’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	$3.04K	Hold	31	–	–	﹤0.01%	540
2026 Q1	$2.75K	Hold	31	–	–	﹤0.01%	539
2025 Q4	$2.78K	Buy	+31	New	+$2.76K	﹤0.01%	548

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

Ritter Daniher Financial Advisory's AOA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 31 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Ritter Daniher Financial Advisory first reported a position in AOA in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Ritter Daniher Financial Advisory held 31 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.04K as of Q2 2026.
Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #540 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.