Thrivent Financial for Lutherans
AOA icon

Thrivent Financial for Lutherans’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Thrivent Financial for Lutherans’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 		$10.9M Buy
111,352
+5,180
+5% +$494K 0.02% 641
2026
Q1 		$9.39M Buy
106,172
+9,861
+10% +$898K 0.02% 664
2025
Q4 		$8.67M Buy
96,311
+6,248
+7% +$556K 0.02% 722
2025
Q3 		$7.94M Buy
+90,063
New +$7.67M 0.02% 689
2025
Q2 		– Sell
-54,245
Closed -$4.28M – 2427
2025
Q1 		$4.28M Hold
54,245
– – 0.01% 890
2024
Q4 		$4.28M Buy
54,245
+9,763
+22% +$765K 0.01% 981
2024
Q3 		$3.51M Buy
44,482
+5,349
+14% +$406K 0.01% 1099
2024
Q2 		$2.93M Buy
39,133
+5,699
+17% +$417K 0.01% 1147
2024
Q1 		$2.46M Buy
33,434
+25,149
+304% +$1.77M ﹤0.01% 1263
2023
Q4 		$572K Buy
8,285
+2,364
+40% +$154K ﹤0.01% 2155
2023
Q3 		$377K Sell
5,921
-148
-2% -$9.73K ﹤0.01% 2238
2023
Q2 		$399K Buy
6,069
+548
+10% +$35.3K ﹤0.01% 2257
2023
Q1 		$348K Buy
5,521
+942
+21% +$58.8K ﹤0.01% 2255
2022
Q4 		$275K Sell
4,579
-136
-3% -$8.05K ﹤0.01% 2278
2022
Q3 		$264K Sell
4,715
-1,003
-18% -$61K ﹤0.01% 2271
2022
Q2 		$342K Sell
5,718
-548
-9% -$34.9K ﹤0.01% 2224
2022
Q1 		$432K Buy
+6,266
New +$433K ﹤0.01% 2242
2021
Q4 		– Hold
0
– – – 2220
2021
Q3 		– Hold
0
– – – 2246
2021
Q2 		– Hold
0
– – – 2208
2021
Q1 		– Hold
0
– – – 2231
2020
Q4 		– Hold
0
– – – 2101
2020
Q3 		– Hold
0
– – – 1898
2019
Q2 		– Hold
0
– – – 2102
2019
Q1 		– Hold
0
– – – 1999

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

Thrivent Financial for Lutherans's AOA Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.9% in Q2 2026, buying an estimated $494K and bringing the position to 111,352 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #641.

Thrivent Financial for Lutherans first reported a position in AOA in Q1 2022 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Thrivent Financial for Lutherans held 111,352 shares of iShares Core 80/20 Aggressive Allocation ETF worth $10.9M as of Q2 2026.
  • Thrivent Financial for Lutherans bought 5,180 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $494K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #641 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 17 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.