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 Q1	$495K	Hold	5,588	–	–	0.02%	162
2025 Q4	$500K	Buy	5,588 +16	+0.3%	+$1.43K	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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Root Financial Partners's AOA Position: Q1 2026 in Review

Root Financial Partners held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 5,588 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #162.

Root Financial Partners first reported a position in AOA in Q3 2024 and has held it in 7 quarters since. The position peaked at $500K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Root Financial Partners held 5,588 shares of iShares Core 80/20 Aggressive Allocation ETF worth $495K as of Q1 2026.
Root Financial Partners left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #162 holding.
Root Financial Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 7 quarters since.
Root Financial Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $500K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.