Thoroughbred Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Thoroughbred Financial Services’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 Q1	$469K	Sell	5,301 -207	-4%	-$18.9K	0.03%	407
2025 Q4	$493K	Sell	5,508 -921	-14%	-$82K	0.03%	383
2025 Q3	$566K	Sell	6,429 -3,312	-34%	-$282K	0.03%	359
2025 Q2	$812K	Sell	9,741 -4,476	-31%	-$350K	0.06%	301
2025 Q1	$1.09M	Buy	14,217 +7,141	+101%	+$556K	0.07%	276
2024 Q4	$542K	Buy	7,076 +2,003	+39%	+$157K	0.03%	383
2024 Q3	$400K	Buy	5,073 +71	+1%	+$5.39K	0.03%	452
2024 Q2	$374K	Buy	5,002 +1,000	+25%	+$73.1K	0.03%	446
2024 Q1	$293K	Sell	4,002 -857	-18%	-$60.5K	0.03%	376
2023 Q4	$335K	Hold	4,859	–	–	0.03%	449
2023 Q3	$308K	Buy	4,859 +794	+20%	+$52.2K	0.03%	435
2023 Q2	$269K	Buy	+4,065	New	+$261K	0.04%	346

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Thoroughbred Financial Services's AOA Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.8% in Q1 2026, selling an estimated $18.9K and leaving 5,301 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #407.

Thoroughbred Financial Services first reported a position in AOA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q1 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Thoroughbred Financial Services held 5,301 shares of iShares Core 80/20 Aggressive Allocation ETF worth $469K as of Q1 2026.
Thoroughbred Financial Services sold 207 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $18.9K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q1 2026, its #407 holding.
Thoroughbred Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 12 quarters since.
Thoroughbred Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.09M in Q1 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.