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

Rossby 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	$1.27K	Sell	13 -413	-97%	-$39.4K	﹤0.01%	1853
2026 Q1	$37.9K	Hold	426	–	–	0.01%	831
2025 Q4	$38.2K	Buy	426 +413	+3,177%	+$36.8K	0.01%	598
2025 Q3	$1.15K	Hold	13	–	–	﹤0.01%	1257
2025 Q2	$1.08K	Hold	13	–	–	﹤0.01%	1122
2025 Q1	$990	Buy	+13	New	+$1.01K	﹤0.01%	998

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

Rossby Financial's AOA Position: Q2 2026 in Review

Rossby Financial reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 97% in Q2 2026, selling an estimated $39.4K and leaving 13 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Rossby Financial first reported a position in AOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.2K in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Rossby Financial held 13 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.27K as of Q2 2026.
Rossby Financial sold 413 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $39.4K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1853 holding.
Rossby Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $38.2K in Q4 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.