ARQ Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

ARQ Wealth Advisors’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	$2.03M	Buy	+21,046	New	+$2.01M	0.25%	96
2021 Q2	–	Sell	-27,113	Closed	-$1.81M	–	50
2021 Q1	$1.81M	Buy	27,113 +1,898	+8%	+$125K	1.17%	20
2020 Q4	$1.62M	Buy	25,215 +3,260	+15%	+$199K	1.02%	21
2020 Q3	$1.27M	Sell	21,955 -3,117	-12%	-$180K	1.23%	20
2020 Q2	$1.38M	Sell	25,072 -620	-2%	-$32.3K	1.34%	19
2020 Q1	$1.22M	Buy	+25,692	New	+$1.41M	1.39%	21

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

ARQ Wealth Advisors's AOA Position: Q2 2026 in Review

ARQ Wealth Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 21,046 shares worth $2.03M. The stake represents 0.25% of the portfolio and ranks #96 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in AOA as recently as Q1 2021.

ARQ Wealth Advisors first reported a position in AOA in Q1 2020 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

ARQ Wealth Advisors held 21,046 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.03M as of Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new ARQ Wealth Advisors position in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up 0.25% of ARQ Wealth Advisors's portfolio in Q2 2026, its #96 holding.
ARQ Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and has held it in 6 quarters since.
209 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.