Brookstone Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Brookstone Capital Management’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	$2.4M	Buy	24,638 +799	+3%	+$76.2K	0.02%	468
2026 Q1	$2.11M	Buy	23,839 +217	+0.9%	+$19.8K	0.02%	458
2025 Q4	$2.12M	Buy	23,622 +755	+3%	+$67.2K	0.02%	439
2025 Q3	$2.02M	Buy	22,867 +34	+0.1%	+$2.9K	0.02%	444
2025 Q2	$1.9M	Sell	22,833 -59	-0.3%	-$4.61K	0.03%	425
2025 Q1	$1.75M	Sell	22,892 -1,596	-7%	-$124K	0.03%	434
2024 Q4	$1.88M	Sell	24,488 -1,951	-7%	-$153K	0.03%	387
2024 Q3	$2.09M	Sell	26,439 -1,101	-4%	-$83.6K	0.03%	373
2024 Q2	$2.1M	Sell	27,540 -883	-3%	-$64.5K	0.03%	361
2024 Q1	$2.09M	Buy	28,423 +1,083	+4%	+$76.4K	0.04%	348
2023 Q4	$1.89M	Buy	27,340 +3,831	+16%	+$250K	0.04%	336
2023 Q3	$1.47M	Buy	23,509 +1,790	+8%	+$118K	0.03%	362
2023 Q2	$1.41M	Buy	21,719 +1,089	+5%	+$70.1K	0.03%	370
2023 Q1	$1.32M	Buy	20,630 +1,519	+8%	+$94.9K	0.03%	398
2022 Q4	$1.17M	Buy	19,111 +1,986	+12%	+$118K	0.02%	402
2022 Q3	$944K	Buy	17,125 +768	+5%	+$46.7K	0.02%	409
2022 Q2	$983K	Buy	16,357 +324	+2%	+$20.6K	0.02%	404
2022 Q1	$1.08M	Sell	16,033 -1,733	-10%	-$120K	0.02%	398
2021 Q4	$1.28M	Buy	17,766 +1,929	+12%	+$139K	0.02%	341
2021 Q3	$1.11M	Buy	15,837 +1,165	+8%	+$83K	0.02%	370
2021 Q2	$1.04M	Sell	14,672 -781	-5%	-$54.3K	0.02%	359
2021 Q1	$1.03M	Sell	15,453 -2,741	-15%	-$181K	0.04%	248
2020 Q4	$1.17M	Buy	18,194 +1,843	+11%	+$113K	0.05%	218
2020 Q3	$948K	Sell	16,351 -319	-2%	-$18.4K	0.04%	213
2020 Q2	$915K	Buy	16,670 +326	+2%	+$17K	0.06%	173
2020 Q1	$776K	Buy	16,344 +4,107	+34%	+$225K	0.04%	179
2019 Q4	$710K	Buy	12,237 +913	+8%	+$51.5K	0.04%	230
2019 Q3	$622K	Buy	11,324 +238	+2%	+$13K	0.03%	235
2019 Q2	$611K	Sell	11,086 -4,428	-29%	-$239K	0.04%	222
2019 Q1	$830K	Buy	15,514 +276	+2%	+$14.3K	0.05%	159
2018 Q4	$740K	Sell	15,238 -6,494	-30%	-$332K	0.06%	150
2018 Q3	$1.19M	Sell	21,732 -29,139	-57%	-$1.58M	0.09%	167
2018 Q2	$2.72M	Buy	50,871 +30,957	+155%	+$1.67M	0.24%	105
2018 Q1	$1.06M	Sell	19,914 -4,529	-19%	-$247K	0.1%	137
2017 Q4	$1.32M	Buy	24,443 +16,156	+195%	+$882K	0.12%	131
2017 Q3	$444K	Buy	8,287 +356	+4%	+$18.7K	0.04%	192
2017 Q2	$411K	Buy	7,931 +1,875	+31%	+$95.7K	0.04%	193
2017 Q1	$302K	Buy	6,056 +1,285	+27%	+$62.9K	0.03%	206
2016 Q4	$225K	Buy	+4,771	New	+$224K	0.02%	214

Other funds holding AOA

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SFG

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management's AOA Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.4% in Q2 2026, buying an estimated $76.2K and bringing the position to 24,638 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #468.

Brookstone Capital Management first reported a position in AOA in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.72M in Q2 2018. 82 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Brookstone Capital Management held 24,638 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.4M as of Q2 2026.
Brookstone Capital Management bought 799 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $76.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #468 holding.
Brookstone Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and has held it in 39 quarters since.
Brookstone Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.72M in Q2 2018.
82 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.