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

Capital Investment Advisory Services’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	$109	Sell	1 -20	-95%	-$1.91K	﹤0.01%	1298
2026 Q1	$1.86K	Sell	21 -40	-66%	-$3.64K	﹤0.01%	1169
2025 Q4	$5.46K	Buy	61 +36	+144%	+$3.21K	﹤0.01%	1068
2025 Q3	$2.2K	Sell	25 -2	-7%	-$170	﹤0.01%	1057
2025 Q2	$2.25K	Hold	27	–	–	﹤0.01%	1025
2025 Q1	$2.07K	Hold	27	–	–	﹤0.01%	962
2024 Q4	$2.07K	Sell	27 -3,294	-99%	-$258K	﹤0.01%	891
2024 Q3	$262K	Buy	3,321 +5	+0.2%	+$380	0.02%	438
2024 Q2	$248K	Sell	3,316 -2,551	-43%	-$186K	0.03%	440
2024 Q1	$431K	Sell	5,867 -15	-0.3%	-$1.06K	0.05%	331
2023 Q4	$406K	Sell	5,882 -350	-6%	-$22.8K	0.04%	341
2023 Q3	$396K	Sell	6,232 -119	-2%	-$7.82K	0.04%	329
2023 Q2	$421K	Hold	6,351	–	–	0.04%	302
2023 Q1	$404K	Sell	6,351 -1,682	-21%	-$105K	0.05%	305
2022 Q4	$480K	Sell	8,033 -1,466	-15%	-$86.8K	0.06%	276
2022 Q3	$527K	Buy	9,499 +71	+0.8%	+$4.32K	0.07%	241
2022 Q2	$565K	Sell	9,428 -6,442	-41%	-$410K	0.07%	238
2022 Q1	$1.09M	Sell	15,870 -76	-0.5%	-$5.26K	0.12%	157
2021 Q4	$1.16M	Buy	15,946 +163	+1%	+$11.7K	0.14%	154
2021 Q3	$1.1M	Sell	15,783 -240	-1%	-$17.1K	0.14%	145
2021 Q2	$1.13M	Buy	16,023 +8	+0%	+$556	0.14%	141
2021 Q1	$1.07M	Buy	16,015 +320	+2%	+$21.1K	0.15%	139
2020 Q4	$1.01M	Buy	15,695 +449	+3%	+$27.4K	0.15%	142
2020 Q3	$884K	Buy	15,246 +15,221	+60,884%	+$878K	0.17%	128
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	550
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	543
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	534
2019 Q3	$1K	Sell	25 -10	-29%	-$545	﹤0.01%	1301
2019 Q2	$2K	Buy	35 +10	+40%	+$540	﹤0.01%	1259
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	1141
2018 Q4	$1K	Buy	+25	New	+$1.28K	﹤0.01%	1102

Other funds holding AOA

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

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

Capital Investment Advisory Services's AOA Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 95% in Q2 2026, selling an estimated $1.91K and leaving 1 share worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Capital Investment Advisory Services first reported a position in AOA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.16M in Q4 2021. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Capital Investment Advisory Services held 1 share of iShares Core 80/20 Aggressive Allocation ETF worth $109 as of Q2 2026.
Capital Investment Advisory Services sold 20 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.91K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1298 holding.
Capital Investment Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.16M in Q4 2021.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

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