Weitzel Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Weitzel Financial Services’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	$928K	Buy	9,611 +879	+10%	+$83.9K	0.32%	26
2026 Q1	$777K	Buy	8,732 +712	+9%	+$64.9K	0.29%	26
2025 Q4	$722K	Buy	8,020 +42	+0.5%	+$3.74K	0.28%	26
2025 Q3	$697K	Buy	7,978 +1,358	+21%	+$116K	0.28%	26
2025 Q2	$559K	Buy	6,620 +1,477	+29%	+$115K	0.24%	27
2025 Q1	$383K	Buy	5,143 +1,360	+36%	+$106K	0.18%	29
2024 Q4	$291K	Buy	3,783 +347	+10%	+$27.2K	0.14%	37
2024 Q3	$270K	Buy	3,436 +62	+2%	+$4.71K	0.13%	36
2024 Q2	$252K	Buy	3,374 +510	+18%	+$37.3K	0.13%	35
2024 Q1	$209K	Buy	+2,864	New	+$202K	0.11%	37

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

Weitzel Financial Services's AOA Position: Q2 2026 in Review

Weitzel Financial Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 10% in Q2 2026, buying an estimated $83.9K and bringing the position to 9,611 shares worth $928K. The position accounts for 0.32% of the portfolio, ranked #26.

Weitzel Financial Services first reported a position in AOA in Q1 2024 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Weitzel Financial Services held 9,611 shares of iShares Core 80/20 Aggressive Allocation ETF worth $928K as of Q2 2026.
Weitzel Financial Services bought 879 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $83.9K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.32% of Weitzel Financial Services's portfolio in Q2 2026, its #26 holding.
Weitzel Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.