Strategic Blueprint’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Strategic Blueprint’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	$5.82M	Buy	59,641 +13,262	+29%	+$1.27M	0.29%	86
2026 Q1	$4.1M	Buy	46,379 +18,272	+65%	+$1.66M	0.24%	111
2025 Q4	$2.52M	Buy	+28,107	New	+$2.5M	0.15%	141
2025 Q2	–	Sell	-2,973	Closed	-$227K	–	677
2025 Q1	$227K	Sell	2,973 -1,278	-30%	-$99.6K	0.01%	618
2024 Q4	$326K	Buy	4,251 +902	+27%	+$70.6K	0.02%	508
2024 Q3	$264K	Buy	+3,349	New	+$254K	0.02%	544
2021 Q3	–	Sell	-416	Closed	-$29K	–	446
2021 Q2	$29K	Buy	+416	New	+$28.9K	﹤0.01%	730
2019 Q4	–	Sell	-236	Closed	-$13K	–	112
2019 Q3	$13K	Buy	+236	New	+$12.9K	0.01%	269

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

Strategic Blueprint's AOA Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 29% in Q2 2026, buying an estimated $1.27M and bringing the position to 59,641 shares worth $5.82M. The position accounts for 0.29% of the portfolio, ranked #86.

Strategic Blueprint first reported a position in AOA in Q3 2019 and has held it in 8 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Strategic Blueprint held 59,641 shares of iShares Core 80/20 Aggressive Allocation ETF worth $5.82M as of Q2 2026.
Strategic Blueprint bought 13,262 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.27M.
iShares Core 80/20 Aggressive Allocation ETF made up 0.29% of Strategic Blueprint's portfolio in Q2 2026, its #86 holding.
Strategic Blueprint first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2019 and has held it in 8 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.