Centerline Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Centerline Wealth 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	$383K	Sell	3,920 -215	-5%	-$20.5K	0.12%	59
2026 Q1	$366K	Sell	4,135 -507	-11%	-$46.2K	0.13%	55
2025 Q4	$416K	Sell	4,642 -3,116	-40%	-$277K	0.15%	44
2025 Q3	$684K	Sell	7,758 -8,767	-53%	-$747K	0.3%	30
2025 Q2	$1.38M	Buy	16,525 +1,483	+10%	+$116K	0.68%	23
2025 Q1	$1.15M	Buy	15,042 +1,217	+9%	+$94.8K	0.69%	19
2024 Q4	$1.06M	Buy	+13,825	New	+$1.08M	0.62%	19

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

Centerline Wealth Advisors's AOA Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5.2% in Q2 2026, selling an estimated $20.5K and leaving 3,920 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #59.

Centerline Wealth Advisors first reported a position in AOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q2 2025. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Centerline Wealth Advisors held 3,920 shares of iShares Core 80/20 Aggressive Allocation ETF worth $383K as of Q2 2026.
Centerline Wealth Advisors sold 215 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $20.5K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.12% of Centerline Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Centerline Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.38M in Q2 2025.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.