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Vested Financial Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Vested Financial Planning’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 		$274K Buy
3,096
+188
+6% +$17.1K 0.21% 25
2025
Q4 		$260K Buy
2,908
+26
+0.9% +$2.31K 0.2% 26
2025
Q3 		$254K Buy
2,882
+375
+15% +$31.9K 0.21% 26
2025
Q2 		$209K Buy
+2,507
New +$196K 0.19% 27

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vested Financial Planning's AOA Position: Q1 2026 in Review

Vested Financial Planning increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.5% in Q1 2026, buying an estimated $17.1K and bringing the position to 3,096 shares worth $274K. The position accounts for 0.21% of the portfolio, ranked #25.

Vested Financial Planning first reported a position in AOA in Q2 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Vested Financial Planning held 3,096 shares of iShares Core 80/20 Aggressive Allocation ETF worth $274K as of Q1 2026.
  • Vested Financial Planning bought 188 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $17.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.21% of Vested Financial Planning's portfolio in Q1 2026, its #25 holding.
  • Vested Financial Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.