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Tempus Wealth Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Tempus Wealth Planning’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 		$1.55M Sell
15,912
-752
-5% -$71.7K 0.3% 93
2026
Q1 		$1.47M Buy
16,664
+595
+4% +$54.2K 0.34% 80
2025
Q4 		$1.44M Buy
16,069
+426
+3% +$37.9K 0.33% 84
2025
Q3 		$1.38M Sell
15,643
-762
-5% -$64.9K 0.32% 86
2025
Q2 		$1.37M Buy
16,405
+285
+2% +$22.3K 0.34% 83
2025
Q1 		$1.23M Buy
16,120
+388
+2% +$30.2K 0.37% 82
2024
Q4 		$1.21M Buy
15,732
+537
+4% +$42.1K 0.37% 79
2024
Q3 		$1.2M Buy
15,195
+1,861
+14% +$141K 0.44% 63
2024
Q2 		$997K Buy
13,334
+2,292
+21% +$168K 0.42% 65
2024
Q1 		$811K Buy
11,042
+279
+3% +$19.7K 0.36% 79
2023
Q4 		$743K Sell
10,763
-284
-3% -$18.5K 0.33% 82
2023
Q3 		$701K Buy
11,047
+745
+7% +$49K 0.35% 70
2023
Q2 		$683K Buy
10,302
+361
+4% +$23.2K 0.31% 83
2023
Q1 		$632K Buy
9,941
+77
+0.8% +$4.81K 0.31% 79
2022
Q4 		$589K Sell
9,864
-525
-5% -$31.1K 0.36% 85
2022
Q3 		$576K Buy
10,389
+619
+6% +$37.6K 0.38% 71
2022
Q2 		$585K Buy
9,770
+452
+5% +$28.8K 0.48% 62
2022
Q1 		$642K Buy
9,318
+999
+12% +$69.1K 0.46% 56
2021
Q4 		$606K Buy
8,319
+666
+9% +$48K 0.33% 83
2021
Q3 		$534K Buy
7,653
+318
+4% +$22.6K 0.3% 86
2021
Q2 		$518K Buy
7,335
+733
+11% +$51K 0.34% 83
2021
Q1 		$442K Buy
6,602
+572
+9% +$37.8K 0.47% 54
2020
Q4 		$387K Buy
6,030
+178
+3% +$10.9K 0.5% 44
2020
Q3 		$339K Buy
5,852
+74
+1% +$4.27K 0.49% 48
2020
Q2 		$317K Buy
5,778
+86
+2% +$4.47K 0.47% 52
2020
Q1 		$270K Sell
5,692
-101
-2% -$5.53K 0.44% 49
2019
Q4 		$336K Buy
+5,793
New +$326K 0.3% 56

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

Tempus Wealth Planning's AOA Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.5% in Q2 2026, selling an estimated $71.7K and leaving 15,912 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #93.

Tempus Wealth Planning first reported a position in AOA in Q4 2019 and has held it in 27 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Tempus Wealth Planning held 15,912 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.55M as of Q2 2026.
  • Tempus Wealth Planning sold 752 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $71.7K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.3% of Tempus Wealth Planning's portfolio in Q2 2026, its #93 holding.
  • Tempus Wealth Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.