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Secured Retirement Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Secured Retirement 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 		$378K Buy
3,870
+107
+3% +$10.2K 0.19% 118
2026
Q1 		$333K Buy
3,763
+206
+6% +$18.8K 0.19% 118
2025
Q4 		$319K Sell
3,557
-726
-17% -$64.6K 0.18% 108
2025
Q3 		$378K Sell
4,283
-111
-3% -$9.45K 0.21% 104
2025
Q2 		$366K Sell
4,394
-207
-4% -$16.2K 0.22% 97
2025
Q1 		$352K Sell
4,601
-50
-1% -$3.9K 0.23% 100
2024
Q4 		$356K Sell
4,651
-83
-2% -$6.5K 0.2% 114
2024
Q3 		$374K Buy
4,734
+66
+1% +$5.01K 0.27% 84
2024
Q2 		$349K Buy
4,668
+145
+3% +$10.6K 0.27% 84
2024
Q1 		$332K Buy
4,523
+569
+14% +$40.2K 0.28% 88
2023
Q4 		$273K Buy
+3,954
New +$258K 0.26% 88

Other funds holding AOA

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SFG
Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Secured Retirement Advisors's AOA Position: Q2 2026 in Review

Secured Retirement Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,870 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #118.

Secured Retirement Advisors first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 101 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Secured Retirement Advisors held 3,870 shares of iShares Core 80/20 Aggressive Allocation ETF worth $378K as of Q2 2026.
  • Secured Retirement Advisors bought 107 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.19% of Secured Retirement Advisors's portfolio in Q2 2026, its #118 holding.
  • Secured Retirement Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.