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Syverson Strege & Co’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Syverson Strege & Co’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 		$1.59M Sell
16,284
-2,259
-12% -$215K 0.35% 34
2026
Q1 		$1.64M Sell
18,543
-1,545
-8% -$141K 0.39% 28
2025
Q4 		$1.8M Sell
20,088
-1,690
-8% -$150K 0.43% 29
2025
Q3 		$1.92M Sell
21,778
-915
-4% -$77.9K 0.46% 25
2025
Q2 		$1.89M Sell
22,693
-1,128
-5% -$88.2K 0.45% 24
2025
Q1 		$1.82M Sell
23,821
-398
-2% -$31K 0.59% 18
2024
Q4 		$1.86M Buy
24,219
+468
+2% +$36.7K 0.62% 17
2024
Q3 		$1.87M Sell
23,751
-2,685
-10% -$204K 0.63% 16
2024
Q2 		$1.98M Sell
26,436
-85
-0.3% -$6.21K 0.67% 16
2024
Q1 		$1.95M Buy
26,521
+385
+1% +$27.2K 0.7% 16
2023
Q4 		$1.8M Buy
26,136
+455
+2% +$29.7K 0.7% 17
2023
Q3 		$1.63M Buy
25,681
+2,333
+10% +$153K 0.73% 15
2023
Q2 		$1.55M Buy
23,348
+487
+2% +$31.3K 0.66% 16
2023
Q1 		$1.45M Sell
22,861
-1,510
-6% -$94.3K 0.62% 16
2022
Q4 		$1.46M Buy
24,371
+2,129
+10% +$126K 0.66% 17
2022
Q3 		$1.23M Buy
22,242
+691
+3% +$42K 0.63% 18
2022
Q2 		$1.29M Sell
21,551
-38
-0.2% -$2.42K 0.47% 24
2022
Q1 		$1.49M Buy
21,589
+2,501
+13% +$173K 1.62% 12
2021
Q4 		$1.39M Buy
19,088
+531
+3% +$38.3K 1.03% 16
2021
Q3 		$1.29M Sell
18,557
-69
-0.4% -$4.91K 1.03% 16
2021
Q2 		$1.32M Buy
18,626
+1,608
+9% +$112K 1.17% 14
2021
Q1 		$1.14M Buy
17,018
+1,934
+13% +$128K 1.18% 14
2020
Q4 		$968K Buy
+15,084
New +$922K 0.92% 17

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

Syverson Strege & Co's AOA Position: Q2 2026 in Review

Syverson Strege & Co reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q2 2026, selling an estimated $215K and leaving 16,284 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #34.

Syverson Strege & Co first reported a position in AOA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q2 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Syverson Strege & Co held 16,284 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.59M as of Q2 2026.
  • Syverson Strege & Co sold 2,259 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $215K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.35% of Syverson Strege & Co's portfolio in Q2 2026, its #34 holding.
  • Syverson Strege & Co first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • Syverson Strege & Co's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.98M in Q2 2024.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.