Stonebridge Financial Group (Pennsylvania)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	Sell	10,714 -10	-0.1%	-$954	0.08%	126
2026 Q1	$949K	Buy	10,724 +155	+1%	+$14.1K	0.08%	125
2025 Q4	$947K	Buy	10,569 +668	+7%	+$59.5K	0.08%	121
2025 Q3	$873K	Buy	9,901 +189	+2%	+$16.1K	0.08%	122
2025 Q2	$810K	Buy	9,712 +6	+0.1%	+$469	0.08%	122
2025 Q1	$742K	Sell	9,706 -164	-2%	-$12.8K	0.08%	120
2024 Q4	$756K	Buy	+9,870	New	+$773K	0.08%	123

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

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

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

Stonebridge Financial Group (Pennsylvania)'s AOA Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.09% in Q2 2026, selling an estimated $954 and leaving 10,714 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #126.

Stonebridge Financial Group (Pennsylvania) first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 10,714 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.05M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 10 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $954.
iShares Core 80/20 Aggressive Allocation ETF made up 0.08% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #126 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.