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Sound Income Strategies’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sound Income Strategies’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 		– Sell
-936
Closed -$83.3K – 569
2026
Q1 		$83.3K Buy
936
+2
+0.2% +$182 ﹤0.01% 662
2025
Q4 		$85.5K Buy
+934
New +$83.2K ﹤0.01% 619

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Sound Income Strategies's AOA Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 936 shares — an estimated $83.3K sold.

Sound Income Strategies first reported a position in AOA in Q4 2025 and held it in 2 quarters. The position peaked at $85.5K in Q4 2025. 368 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 936 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $83.3K.
  • Sound Income Strategies first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares Core 80/20 Aggressive Allocation ETF position peaked at $85.5K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.