Steward Partners Investment Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Steward Partners Investment Advisory’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	$1.05M	Buy	10,754 +62	+0.6%	+$5.92K	0.01%	1266
2026 Q1	$946K	Buy	10,692 +530	+5%	+$48.3K	﹤0.01%	1190
2025 Q4	$910K	Sell	10,162 -297	-3%	-$26.4K	0.01%	1117
2025 Q3	$922K	Buy	10,459 +314	+3%	+$26.7K	0.01%	1087
2025 Q2	$846K	Buy	10,145 +153	+2%	+$12K	0.01%	1058
2025 Q1	$764K	Sell	9,992 -102	-1%	-$7.95K	0.01%	1019
2024 Q4	$773K	Buy	10,094 +1,568	+18%	+$123K	0.01%	966
2024 Q3	$673K	Buy	8,526 +1,628	+24%	+$124K	0.01%	993
2024 Q2	$516K	Buy	6,898 +3	+0%	+$219	0.01%	1058
2024 Q1	$507K	Hold	6,895	–	–	0.01%	1056
2023 Q4	$476K	Buy	6,895 +4,071	+144%	+$265K	0.01%	1024
2023 Q3	$179K	Buy	2,824 +1,100	+64%	+$72.3K	﹤0.01%	1340
2023 Q2	$114K	Hold	1,724	–	–	﹤0.01%	1523
2023 Q1	$110K	Hold	1,724	–	–	﹤0.01%	1548
2022 Q4	$103K	Hold	1,724	–	–	﹤0.01%	1533
2022 Q3	$96K	Hold	1,724	–	–	﹤0.01%	1512
2022 Q2	$103K	Hold	1,724	–	–	﹤0.01%	1469
2022 Q1	$119K	Buy	1,724 +455	+36%	+$31.5K	﹤0.01%	1533
2021 Q4	$92K	Hold	1,269	–	–	﹤0.01%	1636
2021 Q3	$89K	Hold	1,269	–	–	﹤0.01%	1602
2021 Q2	$90K	Buy	1,269 +288	+29%	+$20K	﹤0.01%	2406
2021 Q1	$65.7K	Hold	981	–	–	﹤0.01%	1847
2020 Q4	$63K	Hold	981	–	–	﹤0.01%	1551
2020 Q3	$57K	Hold	981	–	–	﹤0.01%	1441
2020 Q2	$54K	Buy	981 +141	+17%	+$7.34K	﹤0.01%	1381
2020 Q1	$39K	Buy	+840	New	+$46K	﹤0.01%	1358
2019 Q4	–	Sell	-165	Closed	-$9K	–	2583
2019 Q3	$9K	Buy	165 +90	+120%	+$4.9K	﹤0.01%	2017
2019 Q2	$4K	Buy	+75	New	+$4.05K	﹤0.01%	2258
2018 Q2	–	Sell	-212	Closed	-$11K	–	2444
2018 Q1	$11K	Buy	+212	New	+$11.6K	﹤0.01%	1537

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Steward Partners Investment Advisory's AOA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.58% in Q2 2026, buying an estimated $5.92K and bringing the position to 10,754 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1266.

Steward Partners Investment Advisory first reported a position in AOA in Q1 2018 and has held it in 29 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Steward Partners Investment Advisory held 10,754 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.05M as of Q2 2026.
Steward Partners Investment Advisory bought 62 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $5.92K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1266 holding.
Steward Partners Investment Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and has held it in 29 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.