SL
AOA icon

SWMG LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

SWMG LLC’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 		$281K Buy
2,897
+207
+8% +$19.7K 0.07% 87
2026
Q1 		$238K Hold
2,690
– – 0.07% 108
2025
Q4 		$249K Buy
+2,690
New +$240K 0.07% 105
2025
Q3 		– Sell
-2,391
Closed -$201K – 112
2025
Q2 		$201K Buy
+2,391
New +$187K 0.07% 119

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

SWMG LLC's AOA Position: Q2 2026 in Review

SWMG LLC increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.7% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,897 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #87.

SWMG LLC first reported a position in AOA in Q2 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • SWMG LLC held 2,897 shares of iShares Core 80/20 Aggressive Allocation ETF worth $281K as of Q2 2026.
  • SWMG LLC bought 207 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $19.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.07% of SWMG LLC's portfolio in Q2 2026, its #87 holding.
  • SWMG LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.