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

Root Financial Partners’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 Q3	$542K	Sell	5,573 -15	-0.3%	-$1.47K	0.02%	212
2026 Q2	$545K	Hold	5,588	–	–	0.02%	184
2026 Q1	$495K	Hold	5,588	–	–	0.02%	162
2025 Q4	$500K	Buy	5,588 +16	+0.3%	+$1.42K	0.03%	160
2025 Q3	$491K	Hold	5,572	–	–	0.03%	146
2025 Q2	$465K	Buy	5,572 +1,300	+30%	+$102K	0.04%	129
2025 Q1	$327K	Buy	4,272 +33	+0.8%	+$2.57K	0.03%	145
2024 Q4	$325K	Sell	4,239 -469	-10%	-$36.7K	0.04%	149
2024 Q3	$372K	Buy	+4,708	New	+$358K	0.06%	109

Other funds holding AOA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $179M AUM 7.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's AOA Position: Q3 2026 in Review

Root Financial Partners reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.27% in Q3 2026, selling an estimated $1.47K and leaving 5,573 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #212.

Root Financial Partners first reported a position in AOA in Q3 2024 and has held it in 9 quarters since. The position peaked at $545K in Q2 2026. 187 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Root Financial Partners held 5,573 shares of iShares Core 80/20 Aggressive Allocation ETF worth $542K as of Q3 2026.
Root Financial Partners sold 15 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $1.47K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #212 holding.
Root Financial Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $545K in Q2 2026.
187 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.