Beacon Pointe Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Beacon Pointe 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	$250K	Buy	2,561 +1	+0%	+$95	﹤0.01%	1712
2026 Q1	$227K	Buy	2,560 +85	+3%	+$7.74K	﹤0.01%	1670
2025 Q4	$222K	Sell	2,475 -50	-2%	-$4.45K	﹤0.01%	1394
2025 Q3	$223K	Buy	+2,525	New	+$215K	﹤0.01%	1285
2025 Q2	–	Sell	-2,756	Closed	-$211K	–	1253
2025 Q1	$211K	Sell	2,756 -1,045	-27%	-$81.4K	﹤0.01%	1138
2024 Q4	$291K	Buy	3,801 +172	+5%	+$13.5K	﹤0.01%	1024
2024 Q3	$286K	Sell	3,629 -298	-8%	-$22.6K	﹤0.01%	1041
2024 Q2	$294K	Sell	3,927 -173	-4%	-$12.6K	﹤0.01%	1060
2024 Q1	$301K	Buy	+4,100	New	+$289K	﹤0.01%	1114

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

Beacon Pointe Advisors's AOA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.04% in Q2 2026, buying an estimated $95 and bringing the position to 2,561 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Beacon Pointe Advisors first reported a position in AOA in Q1 2024 and has held it in 9 quarters since. The position peaked at $301K in Q1 2024. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Beacon Pointe Advisors held 2,561 shares of iShares Core 80/20 Aggressive Allocation ETF worth $250K as of Q2 2026.
Beacon Pointe Advisors bought 1 iShares Core 80/20 Aggressive Allocation ETF share in Q2 2026, an estimated $95.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1712 holding.
Beacon Pointe Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Pointe Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $301K in Q1 2024.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.