WFAG
AOA icon

Worth Financial Advisory Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Worth Financial Advisory Group’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 		$1.78M Buy
18,280
+6,916
+61% +$660K 0.74% 34
2026
Q1 		$1.13M Sell
11,364
-3,183
-22% -$290K 0.49% 28
2025
Q4 		$1.3M Buy
14,547
+205
+1% +$18.3K 0.63% 37
2025
Q3 		$1.26M Sell
14,342
-1,531
-10% -$130K 0.71% 32
2025
Q2 		$1.32M Sell
15,873
-364
-2% -$28.5K 0.81% 28
2025
Q1 		$1.24M Buy
16,237
+1,157
+8% +$90.1K 0.79% 29
2024
Q4 		$1.16M Buy
15,080
+11
+0.1% +$862 0.71% 31
2024
Q3 		$1.19M Sell
15,069
-150
-1% -$11.4K 0.7% 32
2024
Q2 		$1.14M Buy
15,219
+730
+5% +$53.4K 0.75% 33
2024
Q1 		$1.06M Sell
14,489
-451
-3% -$31.8K 0.74% 35
2023
Q4 		$1.03M Buy
14,940
+43
+0.3% +$2.8K 0.82% 28
2023
Q3 		$946K Buy
14,897
+2,655
+22% +$174K 0.85% 25
2023
Q2 		$812K Buy
12,242
+493
+4% +$31.7K 0.75% 33
2023
Q1 		$747K Buy
11,749
+303
+3% +$18.9K 0.71% 38
2022
Q4 		$684K Buy
+11,446
New +$678K 0.79% 31

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

Worth Financial Advisory Group's AOA Position: Q2 2026 in Review

Worth Financial Advisory Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 61% in Q2 2026, buying an estimated $660K and bringing the position to 18,280 shares worth $1.78M. The position accounts for 0.74% of the portfolio, ranked #34.

Worth Financial Advisory Group first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Worth Financial Advisory Group held 18,280 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.78M as of Q2 2026.
  • Worth Financial Advisory Group bought 6,916 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $660K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.74% of Worth Financial Advisory Group's portfolio in Q2 2026, its #34 holding.
  • Worth Financial Advisory Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.