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

RTD Financial Advisors’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	$2.69M	Buy	27,525 +379	+1%	+$36.2K	0.29%	53
2026 Q1	$2.4M	Sell	27,146 -2,723	-9%	-$248K	0.3%	51
2025 Q4	$2.68M	Buy	29,869 +1,186	+4%	+$106K	0.33%	48
2025 Q3	$2.53M	Sell	28,683 -286	-1%	-$24.4K	0.3%	50
2025 Q2	$2.42M	Buy	28,969 +1,143	+4%	+$89.4K	0.31%	49
2025 Q1	$2.13M	Buy	27,826 +1,870	+7%	+$146K	0.29%	50
2024 Q4	$1.99M	Buy	25,956 +1,467	+6%	+$115K	0.26%	49
2024 Q3	$1.93M	Buy	24,489 +224	+0.9%	+$17K	0.24%	49
2024 Q2	$1.81M	Buy	24,265 +74	+0.3%	+$5.41K	0.24%	51
2024 Q1	$1.78M	Buy	24,191 +3,393	+16%	+$239K	0.24%	52
2023 Q4	$1.44M	Sell	20,798 -69,366	-77%	-$4.52M	0.2%	54
2023 Q3	$5.72M	Sell	90,164 -2,252	-2%	-$148K	0.87%	33
2023 Q2	$6.13M	Buy	92,416 +76,283	+473%	+$4.91M	0.89%	32
2023 Q1	$1.03M	Buy	16,133 +1,871	+13%	+$117K	0.16%	58
2022 Q4	$852K	Sell	14,262 -73,627	-84%	-$4.36M	0.14%	60
2022 Q3	$4.87M	Buy	87,889 +156	+0.2%	+$9.48K	0.9%	30
2022 Q2	$5.25M	Buy	87,733 +1,436	+2%	+$91.4K	0.81%	34
2022 Q1	$5.95M	Buy	86,297 +2,842	+3%	+$197K	0.8%	34
2021 Q4	$6.08M	Buy	+83,455	New	+$6.02M	0.8%	33

Other funds holding AOA

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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

RTD Financial Advisors's AOA Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q2 2026, buying an estimated $36.2K and bringing the position to 27,525 shares worth $2.69M. The position accounts for 0.29% of the portfolio, ranked #53.

RTD Financial Advisors first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.13M in Q2 2023. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

RTD Financial Advisors held 27,525 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.69M as of Q2 2026.
RTD Financial Advisors bought 379 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $36.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.29% of RTD Financial Advisors's portfolio in Q2 2026, its #53 holding.
RTD Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.13M in Q2 2023.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.