TS Financial Group (TSFG)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

TS Financial Group (TSFG)’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	$0	Hold	3	–	–	﹤0.01%	844
2026 Q1	$0	Hold	3	–	–	﹤0.01%	813
2025 Q4	$0	Hold	3	–	–	﹤0.01%	809
2025 Q3	$0	Hold	3	–	–	﹤0.01%	822
2025 Q2	$0	Buy	+3	New	+$235	﹤0.01%	798
2023 Q3	–	Sell	-13	Closed	-$1K	–	1045
2023 Q2	$1K	Hold	13	–	–	﹤0.01%	876
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	860
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	877
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	852
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	868
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	833
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	799
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	782
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	781
2021 Q1	$1K	Sell	13 -220	-94%	-$14.5K	﹤0.01%	704
2020 Q4	$15K	Hold	233	–	–	0.01%	420
2020 Q3	$14K	Hold	233	–	–	0.01%	377
2020 Q2	$13K	Sell	233 -284	-55%	-$14.8K	0.01%	381
2020 Q1	$25K	Hold	517	–	–	0.02%	269
2019 Q4	$30K	Hold	517	–	–	0.02%	284
2019 Q3	$28K	Hold	517	–	–	0.02%	272
2019 Q2	$29K	Hold	517	–	–	0.02%	259
2019 Q1	$28K	Buy	+517	New	+$26.8K	0.02%	258

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

TS Financial Group (TSFG)'s AOA Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #844.

TS Financial Group (TSFG) first reported a position in AOA in Q1 2019 and has held it in 23 quarters since. The position peaked at $30K in Q4 2019. 193 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

TS Financial Group (TSFG) held 3 shares of iShares Core 80/20 Aggressive Allocation ETF worth $0 as of Q2 2026.
TS Financial Group (TSFG) left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #844 holding.
TS Financial Group (TSFG) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and has held it in 23 quarters since.
TS Financial Group (TSFG)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $30K in Q4 2019.
193 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.