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Cape Investment Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cape Investment Advisory’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 		$618K Buy
6,335
+5
+0.1% +$477 0.17% 110
2026
Q1 		$560K Buy
6,330
+56
+0.9% +$5.1K 0.19% 109
2025
Q4 		$562K Buy
+6,274
New +$559K 0.17% 103
2025
Q3 		– Sell
-6,362
Closed -$531K – 870
2025
Q2 		$531K Buy
6,362
+303
+5% +$23.7K 0.19% 91
2025
Q1 		$464K Hold
6,059
– – 0.18% 94
2024
Q4 		$464K Buy
6,059
+19
+0.3% +$1.49K 0.18% 91
2024
Q3 		$477K Buy
6,040
+7
+0.1% +$532 0.19% 90
2024
Q2 		$451K Sell
6,033
-5
-0.1% -$365 0.2% 84
2024
Q1 		$444K Sell
6,038
-60
-1% -$4.23K 0.21% 83
2023
Q4 		$421K Buy
6,098
+893
+17% +$58.2K 0.21% 81
2023
Q3 		$331K Buy
5,205
+1
+0% +$66 0.19% 90
2023
Q2 		$345K Sell
5,204
-4
-0.1% -$257 0.19% 84
2023
Q1 		$331K Buy
+5,208
New +$325K 0.2% 84

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

Cape Investment Advisory's AOA Position: Q2 2026 in Review

Cape Investment Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.08% in Q2 2026, buying an estimated $477 and bringing the position to 6,335 shares worth $618K. The position accounts for 0.17% of the portfolio, ranked #110.

Cape Investment Advisory first reported a position in AOA in Q1 2023 and has held it in 13 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Cape Investment Advisory held 6,335 shares of iShares Core 80/20 Aggressive Allocation ETF worth $618K as of Q2 2026.
  • Cape Investment Advisory 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 0.17% of Cape Investment Advisory's portfolio in Q2 2026, its #110 holding.
  • Cape Investment Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2023 and has held it in 13 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.