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Sovereign Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sovereign Financial Group’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 		$1.58M Buy
16,156
+703
+5% +$67.1K 0.24% 72
2026
Q1 		$1.37M Buy
15,453
+7
+0% +$638 0.24% 77
2025
Q4 		$1.38M Buy
15,446
+9,988
+183% +$889K 0.24% 75
2025
Q3 		$481K Buy
5,458
+47
+0.9% +$4K 0.09% 196
2025
Q2 		$451K Sell
5,411
-58
-1% -$4.54K 0.09% 187
2025
Q1 		$418K Sell
5,469
-114
-2% -$8.88K 0.1% 185
2024
Q4 		$428K Buy
5,583
+1,486
+36% +$116K 0.1% 189
2024
Q3 		$323K Sell
4,097
-260
-6% -$19.8K 0.08% 218
2024
Q2 		$326K Sell
4,357
-623
-13% -$45.5K 0.08% 208
2024
Q1 		$366K Sell
4,980
-147
-3% -$10.4K 0.1% 187
2023
Q4 		$354K Sell
5,127
-436
-8% -$28.4K 0.11% 171
2023
Q3 		$353K Sell
5,563
-1,299
-19% -$85.4K 0.13% 156
2023
Q2 		$455K Sell
6,862
-232
-3% -$14.9K 0.15% 144
2023
Q1 		$451K Sell
7,094
-3,506
-33% -$219K 0.17% 138
2022
Q4 		$633K Sell
10,600
-2,616
-20% -$155K 0.25% 105
2022
Q3 		$733K Buy
13,216
+2,548
+24% +$155K 0.3% 81
2022
Q2 		$639K Sell
10,668
-10,330
-49% -$657K 0.25% 92
2022
Q1 		$1.45M Hold
20,998
– – 0.54% 53
2021
Q4 		$1.53M Buy
+20,998
New +$1.51M 0.61% 45

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sovereign Financial Group's AOA Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.5% in Q2 2026, buying an estimated $67.1K and bringing the position to 16,156 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #72.

Sovereign Financial Group first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Sovereign Financial Group held 16,156 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.58M as of Q2 2026.
  • Sovereign Financial Group bought 703 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $67.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.24% of Sovereign Financial Group's portfolio in Q2 2026, its #72 holding.
  • Sovereign Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.