American Capital Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

American Capital Advisory’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	$85.9K	Hold	880	–	–	0.03%	169
2026 Q1	$77.9K	Hold	880	–	–	0.03%	170
2025 Q4	$78.8K	Hold	880	–	–	0.03%	163
2025 Q3	$77.6K	Hold	880	–	–	0.04%	156
2025 Q2	$73.4K	Hold	880	–	–	0.04%	150
2025 Q1	$67.3K	Hold	880	–	–	0.04%	152
2024 Q4	$67.4K	Sell	880 -731	-45%	-$57.3K	0.04%	145
2024 Q3	$127K	Buy	1,611 +133	+9%	+$10.1K	0.07%	115
2024 Q2	$102K	Sell	1,478 -494	-25%	-$36.1K	0.07%	117
2024 Q1	$125K	Buy	1,972 +494	+33%	+$34.9K	0.11%	104
2023 Q4	$102K	Buy	+1,478	New	+$96.3K	0.07%	117

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 $43.3B AUM 29.3% 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

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

American Capital Advisory's AOA Position: Q2 2026 in Review

American Capital Advisory held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 880 shares worth $85.9K. The position accounts for 0.03% of the portfolio, ranked #169.

American Capital Advisory first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $127K in Q3 2024. 182 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

American Capital Advisory held 880 shares of iShares Core 80/20 Aggressive Allocation ETF worth $85.9K as of Q2 2026.
American Capital Advisory left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of American Capital Advisory's portfolio in Q2 2026, its #169 holding.
American Capital Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $127K in Q3 2024.
182 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.