Cardinal Point Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
JSA
EIG
FIA
WA
Cardinal Point Capital Management's AOA Position: Q2 2026 in Review
Cardinal Point Capital Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 13% in Q2 2026, selling an estimated $48.2K and leaving 3,487 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #223.
Cardinal Point Capital Management first reported a position in AOA in Q2 2024 and has held it in 5 quarters since. The position peaked at $353K in Q1 2026. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.
- Cardinal Point Capital Management held 3,487 shares of iShares Core 80/20 Aggressive Allocation ETF worth $340K as of Q2 2026.
- Cardinal Point Capital Management sold 505 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $48.2K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #223 holding.
- Cardinal Point Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2024 and has held it in 5 quarters since.
- Cardinal Point Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $353K in Q1 2026.
- 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.
Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.