Capital Analysts LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Capital Analysts LLC’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	$22K	Hold	225	–	–	﹤0.01%	1147
2026 Q1	$20K	Hold	225	–	–	﹤0.01%	1125
2025 Q4	$20K	Hold	225	–	–	﹤0.01%	1101
2025 Q3	$20K	Hold	225	–	–	﹤0.01%	1077
2025 Q2	$19K	Buy	+225	New	+$17.6K	﹤0.01%	1025
2015 Q1	–	Sell	-108	Closed	-$5K	–	383
2014 Q4	$5K	Buy	+108	New	+$4.96K	﹤0.01%	370

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

Capital Analysts LLC's AOA Position: Q2 2026 in Review

Capital Analysts LLC held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 225 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Capital Analysts LLC first reported a position in AOA in Q4 2014 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Capital Analysts LLC held 225 shares of iShares Core 80/20 Aggressive Allocation ETF worth $22K as of Q2 2026.
Capital Analysts LLC left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1147 holding.
Capital Analysts LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.