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Tobias Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Tobias Financial Advisors’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 		$2.09M Buy
21,399
+974
+5% +$92.9K 0.27% 47
2026
Q1 		$1.81M Buy
20,425
+1,618
+9% +$147K 0.25% 50
2025
Q4 		$1.68M Sell
18,807
-974
-5% -$86.7K 0.24% 55
2025
Q3 		$1.74M Buy
19,781
+2,141
+12% +$182K 0.26% 52
2025
Q2 		$1.47M Buy
17,640
+1,702
+11% +$133K 0.25% 56
2025
Q1 		$1.22M Sell
15,938
-1,350
-8% -$105K 0.24% 52
2024
Q4 		$1.32M Buy
17,288
+992
+6% +$77.7K 0.27% 50
2024
Q3 		$1.29M Buy
16,296
+302
+2% +$22.9K 0.26% 47
2024
Q2 		$1.2M Buy
15,994
+1,894
+13% +$138K 0.26% 48
2024
Q1 		$1.04M Buy
14,100
+268
+2% +$18.9K 0.23% 51
2023
Q4 		$955K Buy
13,832
+670
+5% +$43.7K 0.23% 50
2023
Q3 		$836K Sell
13,162
-3,043
-19% -$200K 0.22% 56
2023
Q2 		$1.08M Buy
16,205
+1,009
+7% +$64.9K 0.29% 51
2023
Q1 		$966K Buy
15,196
+1,176
+8% +$73.4K 0.28% 48
2022
Q4 		$838K Buy
14,020
+514
+4% +$30.4K 0.28% 55
2022
Q3 		$749K Buy
13,506
+253
+2% +$15.4K 0.26% 53
2022
Q2 		$794K Sell
13,253
-382
-3% -$24.3K 0.27% 50
2022
Q1 		$940K Buy
+13,635
New +$943K 0.32% 47
2021
Q4 		– Sell
-9,456
Closed -$660K – 71
2021
Q3 		$660K Buy
9,456
+311
+3% +$22.1K 0.25% 49
2021
Q2 		$646K Buy
9,145
+365
+4% +$25.4K 0.26% 49
2021
Q1 		$588K Sell
8,780
-2,643
-23% -$175K 0.25% 50
2020
Q4 		$733K Buy
11,423
+1,342
+13% +$82K 0.34% 43
2020
Q3 		$585K Buy
10,081
+689
+7% +$39.7K 0.32% 44
2020
Q2 		$515K Buy
9,392
+4,183
+80% +$218K 0.3% 45
2020
Q1 		$247K Sell
5,209
-3,241
-38% -$177K 0.18% 44
2019
Q4 		$490K Buy
+8,450
New +$476K 0.31% 38

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

Tobias Financial Advisors's AOA Position: Q2 2026 in Review

Tobias Financial Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 4.8% in Q2 2026, buying an estimated $92.9K and bringing the position to 21,399 shares worth $2.09M. The position accounts for 0.27% of the portfolio, ranked #47.

Tobias Financial Advisors first reported a position in AOA in Q4 2019 and has held it in 26 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Tobias Financial Advisors held 21,399 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.09M as of Q2 2026.
  • Tobias Financial Advisors bought 974 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $92.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.27% of Tobias Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Tobias Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.