Strategic Family Wealth Counselors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Strategic Family Wealth Counselors’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	$632K	Hold	6,472	–	–	0.15%	95
2026 Q1	$573K	Hold	6,472	–	–	0.15%	92
2025 Q4	$584K	Hold	6,472	–	–	0.13%	105
2025 Q3	$570K	Buy	6,472 +165	+3%	+$14.1K	0.15%	92
2025 Q2	$526K	Buy	6,307 +2,476	+65%	+$194K	0.15%	90
2025 Q1	$293K	Hold	3,831	–	–	0.1%	114
2024 Q4	$293K	Hold	3,831	–	–	0.1%	110
2024 Q3	$302K	Hold	3,831	–	–	0.11%	104
2024 Q2	$286K	Hold	3,831	–	–	0.11%	98
2024 Q1	$281K	Hold	3,831	–	–	0.11%	91
2023 Q4	$265K	Hold	3,831	–	–	0.11%	93
2023 Q3	$243K	Hold	3,831	–	–	0.12%	88
2023 Q2	$254K	Hold	3,831	–	–	0.12%	88
2023 Q1	$244K	Hold	3,831	–	–	0.12%	90
2022 Q4	$229K	Hold	3,831	–	–	0.11%	93
2022 Q3	$212K	Hold	3,831	–	–	0.1%	86
2022 Q2	$229K	Hold	3,831	–	–	0.11%	84
2022 Q1	$264K	Hold	3,831	–	–	0.11%	80
2021 Q4	$279K	Hold	3,831	–	–	0.09%	81
2021 Q3	$267K	Hold	3,831	–	–	0.09%	72
2021 Q2	$271K	Hold	3,831	–	–	0.09%	66
2021 Q1	$256K	Hold	3,831	–	–	0.1%	66
2020 Q4	$246K	Buy	+3,831	New	+$234K	0.13%	70

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 Family Wealth Counselors's AOA Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 6,472 shares worth $632K. The position accounts for 0.15% of the portfolio, ranked #95.

Strategic Family Wealth Counselors first reported a position in AOA in Q4 2020 and has held it in 23 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Strategic Family Wealth Counselors held 6,472 shares of iShares Core 80/20 Aggressive Allocation ETF worth $632K as of Q2 2026.
Strategic Family Wealth Counselors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.15% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #95 holding.
Strategic Family Wealth Counselors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 23 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.