SimpliFi Inc
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SimpliFi Inc’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

SimpliFi Inc’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
Q3 		$737K Buy
7,576
+110
+1% +$10.8K 0.3% 22
2026
Q2 		$729K Buy
7,466
+411
+6% +$39.2K 0.29% 23
2026
Q1 		$624K Buy
7,055
+243
+4% +$22.1K 0.26% 23
2025
Q4 		$610K Buy
6,812
+300
+5% +$26.7K 0.26% 23
2025
Q3 		$574K Sell
6,512
-522
-7% -$44.5K 0.25% 25
2025
Q2 		$587K Sell
7,034
-135
-2% -$10.6K 0.26% 28
2025
Q1 		$548K Sell
7,169
-56
-0.8% -$4.36K 0.25% 29
2024
Q4 		$554K Buy
7,225
+150
+2% +$11.7K 0.25% 29
2024
Q3 		$558K Sell
7,075
-899
-11% -$68.3K 0.25% 29
2024
Q2 		$596K Sell
7,974
-1,050
-12% -$76.8K 0.28% 30
2024
Q1 		$663K Buy
9,024
+547
+6% +$38.6K 0.3% 24
2023
Q4 		$538K Hold
8,477
– – 0.27% 22
2023
Q3 		$538K Sell
8,477
-208
-2% -$13.7K 0.27% 22
2023
Q2 		$576K Buy
8,685
+122
+1% +$7.85K 0.27% 23
2023
Q1 		$545K Buy
8,563
+218
+3% +$13.6K 0.27% 26
2022
Q4 		$499K Buy
8,345
+29
+0.3% +$1.72K 0.26% 18
2022
Q3 		$461K Buy
8,316
+301
+4% +$18.3K 0.24% 21
2022
Q2 		$480K Buy
8,015
+8
+0.1% +$509 0.24% 21
2022
Q1 		$552K Buy
8,007
+9
+0.1% +$622 0.25% 21
2021
Q4 		$582K Sell
7,998
-615
-7% -$44.3K 0.25% 20
2021
Q3 		$601K Buy
8,613
+57
+0.7% +$4.06K 0.27% 14
2021
Q2 		$604K Buy
+8,556
New +$595K 0.27% 14

Other funds holding AOA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SimpliFi Inc's AOA Position: Q3 2026 in Review

SimpliFi Inc increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.5% in Q3 2026, buying an estimated $10.8K and bringing the position to 7,576 shares worth $737K. The position accounts for 0.3% of the portfolio, ranked #22.

SimpliFi Inc first reported a position in AOA in Q2 2021 and has held it in 22 quarters since. 284 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • SimpliFi Inc held 7,576 shares of iShares Core 80/20 Aggressive Allocation ETF worth $737K as of Q3 2026.
  • SimpliFi Inc bought 110 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $10.8K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.3% of SimpliFi Inc's portfolio in Q3 2026, its #22 holding.
  • SimpliFi Inc first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2021 and has held it in 22 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.