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Arcus Capital Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Arcus Capital Partners’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 		$504K Buy
5,167
+15
+0.3% +$1.43K 0.21% 65
2026
Q1 		$456K Sell
5,152
-15,815
-75% -$1.44M 0.16% 77
2025
Q4 		$1.88M Buy
20,967
+79
+0.4% +$7.03K 0.67% 25
2025
Q3 		$1.84M Buy
20,888
+359
+2% +$30.6K 0.81% 22
2025
Q2 		$1.71M Sell
20,529
-5,627
-22% -$440K 0.74% 25
2025
Q1 		$2M Buy
26,156
+3,942
+18% +$307K 0.8% 23
2024
Q4 		$1.63M Sell
22,214
-534
-2% -$41.8K 0.52% 29
2024
Q3 		$1.8M Sell
22,748
-388
-2% -$29.5K 0.65% 26
2024
Q2 		$1.73M Buy
23,136
+922
+4% +$67.4K 0.67% 29
2024
Q1 		$1.63M Buy
22,214
+76
+0.3% +$5.36K 0.52% 29
2023
Q4 		$1.53M Buy
22,138
+6,255
+39% +$408K 0.54% 27
2023
Q3 		$1.01M Sell
15,883
-156
-1% -$10.3K 0.31% 37
2023
Q2 		$1.06M Buy
16,039
+137
+0.9% +$8.81K 0.32% 35
2023
Q1 		$1.01M Sell
15,902
-166
-1% -$10.4K 0.35% 36
2022
Q4 		$960K Sell
16,068
-1,486
-8% -$88K 0.38% 30
2022
Q3 		$973K Sell
17,554
-166
-0.9% -$10.1K 0.41% 44
2022
Q2 		$1.06M Sell
17,720
-1,998
-10% -$127K 0.46% 30
2022
Q1 		$1.36M Buy
19,718
+16,311
+479% +$1.13M 0.48% 27
2021
Q4 		$248K Buy
+3,407
New +$246K 0.08% 95

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

Arcus Capital Partners's AOA Position: Q2 2026 in Review

Arcus Capital Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.29% in Q2 2026, buying an estimated $1.43K and bringing the position to 5,167 shares worth $504K. The position accounts for 0.21% of the portfolio, ranked #65.

Arcus Capital Partners first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q1 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Arcus Capital Partners held 5,167 shares of iShares Core 80/20 Aggressive Allocation ETF worth $504K as of Q2 2026.
  • Arcus Capital Partners bought 15 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.43K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.21% of Arcus Capital Partners's portfolio in Q2 2026, its #65 holding.
  • Arcus Capital Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • Arcus Capital Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2M in Q1 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.