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

Robinswood 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 		$11.4K Buy
+117
New +$11.2K ﹤0.01% 278

Other funds holding AOA

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robinswood Financial's AOA Position: Q2 2026 in Review

Robinswood Financial opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 117 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings.

277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Robinswood Financial held 117 shares of iShares Core 80/20 Aggressive Allocation ETF worth $11.4K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Robinswood Financial position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #278 holding.
  • 277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.