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 Q2	$517K	Hold	5,301	–	–	0.02%	419
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 $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

Thoroughbred Financial Services's AOA Position: Q2 2026 in Review

Thoroughbred Financial Services held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 5,301 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #419.

Thoroughbred Financial Services first reported a position in AOA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q1 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Thoroughbred Financial Services held 5,301 shares of iShares Core 80/20 Aggressive Allocation ETF worth $517K as of Q2 2026.
Thoroughbred Financial Services left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #419 holding.
Thoroughbred Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 13 quarters since.
Thoroughbred Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.09M in Q1 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.