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

Salus 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 Q1	$230K	Sell	2,594 -63	-2%	-$5.74K	0.13%	33
2025 Q4	$238K	Sell	2,657 -111	-4%	-$9.88K	0.14%	32
2025 Q3	$244K	Sell	2,768 -300	-10%	-$25.5K	0.15%	29
2025 Q2	$256K	Sell	3,068 -152	-5%	-$11.9K	0.17%	29
2025 Q1	$246K	Sell	3,220 -214	-6%	-$16.7K	0.19%	32
2024 Q4	$263K	Buy	+3,434	New	+$269K	0.21%	29

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 $58.2B AUM 22.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

Salus Financial Advisors's AOA Position: Q1 2026 in Review

Salus Financial Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.4% in Q1 2026, selling an estimated $5.74K and leaving 2,594 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #33.

Salus Financial Advisors first reported a position in AOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $263K in Q4 2024. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Salus Financial Advisors held 2,594 shares of iShares Core 80/20 Aggressive Allocation ETF worth $230K as of Q1 2026.
Salus Financial Advisors sold 63 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $5.74K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.13% of Salus Financial Advisors's portfolio in Q1 2026, its #33 holding.
Salus Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Salus Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $263K in Q4 2024.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.