Schuylkill Financial LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Schuylkill Financial LLC’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	$557K	Buy	+5,705	New	+$544K	0.51%	48

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

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

MFIM

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

Schuylkill Financial LLC's AOA Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 5,705 shares worth $557K. The stake represents 0.51% of the portfolio and ranks #48 among its holdings.

401 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Schuylkill Financial LLC held 5,705 shares of iShares Core 80/20 Aggressive Allocation ETF worth $557K as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Schuylkill Financial LLC position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.51% of Schuylkill Financial LLC's portfolio in Q2 2026, its #48 holding.
401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.