Cahill Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cahill Financial 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	$375K	Buy	3,841 +5	+0.1%	+$477	0.04%	222
2026 Q1	$339K	Sell	3,836 -594	-13%	-$54.1K	0.04%	225
2025 Q4	$397K	Buy	4,430 +149	+3%	+$13.3K	0.04%	203
2025 Q3	$377K	Buy	4,281 +12	+0.3%	+$1.02K	0.04%	201
2025 Q2	$356K	Buy	4,269 +351	+9%	+$27.4K	0.04%	211
2025 Q1	$300K	Sell	3,918 -1,000	-20%	-$77.9K	0.04%	217
2024 Q4	$377K	Sell	4,918 -182	-4%	-$14.3K	0.05%	189
2024 Q3	$402K	Buy	5,100 +19	+0.4%	+$1.44K	0.06%	182
2024 Q2	$380K	Sell	5,081 -10	-0.2%	-$731	0.05%	191
2024 Q1	$374K	Buy	5,091 +122	+2%	+$8.61K	0.05%	194
2023 Q4	$343K	Sell	4,969 -15	-0.3%	-$977	0.05%	193
2023 Q3	$316K	Buy	4,984 +19	+0.4%	+$1.25K	0.05%	188
2023 Q2	$329K	Buy	4,965 +101	+2%	+$6.5K	0.05%	187
2023 Q1	$309K	Buy	4,864 +16	+0.3%	+$999	0.05%	190
2022 Q4	$290K	Sell	4,848 -868	-15%	-$51.4K	0.06%	188
2022 Q3	$317K	Buy	5,716 +24	+0.4%	+$1.46K	0.07%	179
2022 Q2	$341K	Sell	5,692 -97	-2%	-$6.17K	0.07%	174
2022 Q1	$399K	Hold	5,789	–	–	0.08%	170
2021 Q4	$422K	Buy	5,789 +212	+4%	+$15.3K	0.08%	169
2021 Q3	$389K	Buy	5,577 +15	+0.3%	+$1.07K	0.08%	169
2021 Q2	$393K	Buy	5,562 +5	+0.1%	+$348	0.09%	159
2021 Q1	$372K	Sell	5,557 -9	-0.2%	-$594	0.09%	156
2020 Q4	$357K	Buy	5,566 +425	+8%	+$26K	0.09%	151
2020 Q3	$298K	Hold	5,141	–	–	0.11%	131
2020 Q2	$283K	Buy	5,141 +183	+4%	+$9.52K	0.11%	134
2020 Q1	$236K	Buy	4,958 +373	+8%	+$20.4K	0.11%	132
2019 Q4	$266K	Buy	4,585 +8	+0.2%	+$451	0.1%	142
2019 Q3	$252K	Buy	4,577 +22	+0.5%	+$1.2K	0.1%	140
2019 Q2	$252K	Sell	4,555 -298	-6%	-$16.1K	0.1%	142
2019 Q1	$260K	Sell	4,853 -558	-10%	-$28.9K	0.11%	134
2018 Q4	$263K	Buy	+5,411	New	+$277K	0.13%	126

Other funds holding AOA

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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

Cahill Financial Advisors's AOA Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.13% in Q2 2026, buying an estimated $477 and bringing the position to 3,841 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #222.

Cahill Financial Advisors first reported a position in AOA in Q4 2018 and has held it in 31 quarters since. The position peaked at $422K in Q4 2021. 326 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Cahill Financial Advisors held 3,841 shares of iShares Core 80/20 Aggressive Allocation ETF worth $375K as of Q2 2026.
Cahill Financial Advisors bought 5 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $477.
iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #222 holding.
Cahill Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 31 quarters since.
Cahill Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $422K in Q4 2021.
326 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.